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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,117,387 | -9.1% | 1,291,431 | -4.7% | 0.03% | -6.5% |
| Q2 2023 | $76,026,759 | +2.0% | 1,355,684 | +0.5% | 0.03% | -3.1% |
| Q1 2023 | $74,510,257 | +2.4% | 1,349,579 | -4.0% | 0.03% | -3.0% |
| Q4 2022 | $72,734,095 | +87.5% | 1,406,305 | +65.9% | 0.03% | +73.7% |
| Q3 2022 | $38,800,000 | -60.0% | 847,710 | -54.8% | 0.02% | -56.8% |
| Q2 2022 | $96,896,000 | +53.0% | 1,877,475 | +77.1% | 0.04% | +83.3% |
| Q1 2022 | $63,339,000 | +2596.4% | 1,060,239 | +2768.7% | 0.02% | +2300.0% |
| Q4 2021 | $2,349,000 | +41.4% | 36,959 | +40.7% | 0.00% | 0.0% |
| Q3 2021 | $1,661,000 | +5.8% | 26,259 | +9.9% | 0.00% | 0.0% |
| Q2 2021 | $1,570,000 | +5.5% | 23,900 | +0.7% | 0.00% | 0.0% |
| Q1 2021 | $1,488,000 | +30.1% | 23,728 | +24.8% | 0.00% | 0.0% |
| Q4 2020 | $1,144,000 | +16.3% | 19,018 | +0.9% | 0.00% | 0.0% |
| Q3 2020 | $984,000 | -23.9% | 18,854 | -28.3% | 0.00% | 0.0% |
| Q2 2020 | $1,293,000 | +307.9% | 26,299 | +247.9% | 0.00% | – |
| Q1 2020 | $317,000 | -24.7% | 7,560 | 0.0% | 0.00% | – |
| Q4 2019 | $421,000 | +6.3% | 7,560 | -1.5% | 0.00% | – |
| Q3 2019 | $396,000 | -1.2% | 7,674 | +0.9% | 0.00% | – |
| Q2 2019 | $401,000 | -2.2% | 7,609 | -3.8% | 0.00% | – |
| Q1 2019 | $410,000 | -94.1% | 7,906 | -94.1% | 0.00% | -100.0% |
| Q2 2017 | $6,977,000 | +6.1% | 134,250 | +1.4% | 0.01% | 0.0% |
| Q1 2017 | $6,578,000 | +9.4% | 132,407 | +1.0% | 0.01% | 0.0% |
| Q4 2016 | $6,013,000 | -2.8% | 131,053 | +0.0% | 0.01% | 0.0% |
| Q3 2016 | $6,186,000 | +6.3% | 131,034 | +0.1% | 0.01% | 0.0% |
| Q2 2016 | $5,822,000 | +3.1% | 130,881 | +4.1% | 0.01% | 0.0% |
| Q1 2016 | $5,645,000 | -0.3% | 125,678 | +0.1% | 0.01% | 0.0% |
| Q4 2015 | $5,664,000 | +1.8% | 125,551 | +0.0% | 0.01% | 0.0% |
| Q3 2015 | $5,564,000 | +21.2% | 125,548 | +37.7% | 0.01% | +25.0% |
| Q2 2015 | $4,590,000 | +362.2% | 91,190 | +362.2% | 0.00% | +300.0% |
| Q1 2015 | $993,000 | – | 19,730 | – | 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% |