VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 849 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,188,995 | +4.0% | 19,718 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $1,142,855 | +8.3% | 19,718 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $1,055,307 | -3.5% | 19,718 | +1.2% | 0.01% | 0.0% |
| Q2 2023 | $1,093,167 | +1.6% | 19,493 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,076,209 | +6.7% | 19,493 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $1,008,178 | +13.0% | 19,493 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $892,000 | -9.7% | 19,493 | +1.8% | 0.01% | -12.5% |
| Q2 2022 | $988,000 | -13.6% | 19,153 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $1,144,000 | +18.8% | 19,153 | +26.4% | 0.01% | +16.7% |
| Q4 2021 | $963,000 | +36.4% | 15,153 | +35.7% | 0.01% | +20.0% |
| Q3 2021 | $706,000 | +45.6% | 11,163 | +51.3% | 0.01% | +66.7% |
| Q2 2021 | $485,000 | +97.2% | 7,378 | +88.3% | 0.00% | +50.0% |
| Q1 2021 | $246,000 | – | 3,918 | – | 0.00% | – |
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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% |