VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,030,115 | +1.6% | 54,032 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,983,107 | +6.7% | 54,032 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,794,535 | +13.0% | 54,032 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,473,000 | -11.3% | 54,032 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,789,000 | -7.6% | 54,032 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,018,000 | +43.7% | 54,032 | +63.6% | 0.00% | +50.0% |
| Q4 2021 | $2,100,000 | +0.5% | 33,032 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,090,000 | -3.7% | 33,032 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,170,000 | +4.8% | 33,032 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,071,000 | -21.8% | 33,032 | -24.9% | 0.00% | -33.3% |
| Q4 2020 | $2,647,000 | +15.3% | 44,000 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,295,000 | +6.1% | 44,000 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,163,000 | -41.4% | 44,000 | -50.0% | 0.00% | 0.0% |
| Q1 2020 | $3,692,000 | +32.3% | 88,000 | +63.0% | 0.00% | -25.0% |
| Q3 2019 | $2,790,000 | -2.1% | 54,000 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $2,849,000 | +6.6% | 54,000 | +4.9% | 0.01% | 0.0% |
| Q1 2019 | $2,673,000 | +9.9% | 51,500 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $2,432,000 | -12.5% | 51,500 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $2,781,000 | -0.2% | 51,500 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $2,786,000 | +2221.7% | 51,500 | +2053.0% | 0.01% | – |
| Q1 2015 | $120,000 | +22.4% | 2,392 | +18.3% | 0.00% | – |
| Q4 2014 | $98,000 | – | 2,022 | – | 0.00% | – |
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% |