VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 943 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,421,512 | -4.9% | 45,245 | -0.3% | 0.80% | -6.5% |
| Q2 2023 | $2,545,471 | +3.6% | 45,390 | +2.0% | 0.85% | -5.8% |
| Q1 2023 | $2,457,397 | +19.4% | 44,510 | +11.9% | 0.90% | +24.0% |
| Q4 2022 | $2,057,939 | -57.7% | 39,790 | -62.5% | 0.73% | -59.8% |
| Q3 2022 | $4,862,000 | -8.6% | 106,216 | +3.1% | 1.82% | -7.4% |
| Q2 2022 | $5,317,000 | -20.1% | 103,016 | -7.5% | 1.96% | -8.8% |
| Q1 2022 | $6,653,000 | -9.7% | 111,365 | -3.9% | 2.15% | -13.6% |
| Q4 2021 | $7,369,000 | -6.2% | 115,920 | -6.7% | 2.49% | -13.9% |
| Q3 2021 | $7,858,000 | – | 124,215 | – | 2.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sageworth Trust Co of South Dakota | 63,234 | $3,804,000 | 26.99% |
| Sageworth Trust Co | 4,332,159 | $260,623,000 | 23.73% |
| Mosaic Advisors LLC | 411,977 | $24,785,000 | 22.68% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 487,362 | $29,320,000 | 17.39% |
| Hemington Wealth Management | 577,028 | $34,714,000 | 16.08% |
| UNIVEST FINANCIAL Corp | 792,141 | $47,655,000 | 13.83% |
| PFM Asset Management LLC | 7,934,518 | $477,341,000 | 11.89% |
| FLOW TRADERS U.S. LLC | 2,558,640 | $153,928,000 | 10.54% |
| Sunflower Bank, N.A. | 1,002,757 | $60,326,000 | 10.36% |
| SVA Wealth Management, LLC | 1,928,011 | $115,989,000 | 10.11% |