VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $65,188 | -4.6% | 1,218 | 0.0% | 0.02% | -6.2% |
Q2 2023 | $68,306 | +1.6% | 1,218 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $67,246 | +6.7% | 1,218 | 0.0% | 0.02% | +6.7% |
Q4 2022 | $62,995 | +12.5% | 1,218 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $56,000 | -11.1% | 1,218 | 0.0% | 0.02% | -11.8% |
Q2 2022 | $63,000 | -13.7% | 1,218 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $73,000 | -5.2% | 1,218 | 0.0% | 0.02% | +6.2% |
Q4 2021 | $77,000 | +13.2% | 1,218 | +14.0% | 0.02% | +6.7% |
Q3 2021 | $68,000 | -2.9% | 1,068 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $70,000 | +4.5% | 1,068 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $67,000 | +4.7% | 1,068 | 0.0% | 0.02% | -6.2% |
Q4 2020 | $64,000 | +14.3% | 1,068 | 0.0% | 0.02% | -5.9% |
Q3 2020 | $56,000 | -9.7% | 1,068 | -15.8% | 0.02% | -22.7% |
Q2 2020 | $62,000 | +17.0% | 1,268 | 0.0% | 0.02% | -18.5% |
Q1 2020 | $53,000 | -25.4% | 1,268 | 0.0% | 0.03% | -20.6% |
Q4 2019 | $71,000 | +7.6% | 1,268 | 0.0% | 0.03% | -5.6% |
Q3 2019 | $66,000 | – | 1,268 | – | 0.04% | – |
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% |