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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $186,631 | +8.3% | 3,220 | 0.0% | 0.09% | +6.8% |
| Q3 2023 | $172,334 | -4.6% | 3,220 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $180,578 | +1.6% | 3,220 | 0.0% | 0.09% | -5.4% |
| Q1 2023 | $177,776 | +6.7% | 3,220 | 0.0% | 0.09% | +3.3% |
| Q4 2022 | $166,538 | +13.3% | 3,220 | 0.0% | 0.09% | +13.9% |
| Q3 2022 | $147,000 | -11.4% | 3,220 | 0.0% | 0.08% | -4.8% |
| Q2 2022 | $166,000 | -13.5% | 3,220 | 0.0% | 0.08% | +2.5% |
| Q1 2022 | $192,000 | -6.3% | 3,220 | 0.0% | 0.08% | +1.2% |
| Q4 2021 | $205,000 | +0.5% | 3,220 | 0.0% | 0.08% | -7.0% |
| Q3 2021 | $204,000 | -3.3% | 3,220 | 0.0% | 0.09% | +30.3% |
| Q2 2021 | $211,000 | +4.5% | 3,220 | 0.0% | 0.07% | +11.9% |
| Q1 2021 | $202,000 | +4.1% | 3,220 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $194,000 | +15.5% | 3,220 | 0.0% | 0.06% | +5.4% |
| Q3 2020 | $168,000 | +6.3% | 3,220 | 0.0% | 0.06% | +1.8% |
| Q2 2020 | $158,000 | +17.0% | 3,220 | 0.0% | 0.06% | 0.0% |
| Q1 2020 | $135,000 | -24.6% | 3,220 | 0.0% | 0.06% | +3.8% |
| Q4 2019 | $179,000 | +7.8% | 3,220 | 0.0% | 0.05% | +1.9% |
| Q3 2019 | $166,000 | -2.4% | 3,220 | 0.0% | 0.05% | -5.5% |
| Q2 2019 | $170,000 | +1.8% | 3,220 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $167,000 | +9.9% | 3,220 | 0.0% | 0.06% | +5.8% |
| Q4 2018 | $152,000 | -12.6% | 3,220 | 0.0% | 0.05% | +8.3% |
| Q3 2018 | $174,000 | 0.0% | 3,220 | 0.0% | 0.05% | -4.0% |
| Q2 2018 | $174,000 | -4.4% | 3,220 | 0.0% | 0.05% | -5.7% |
| Q1 2018 | $182,000 | – | 3,220 | – | 0.05% | – |
Download | ||||||
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% |