VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $739,593 | -3.4% | 13,819 | +1.2% | 0.00% | 0.0% |
| Q2 2023 | $765,492 | +2.3% | 13,650 | +0.7% | 0.00% | 0.0% |
| Q1 2023 | $748,096 | +6.8% | 13,550 | +0.0% | 0.00% | 0.0% |
| Q4 2022 | $700,547 | -44.5% | 13,545 | -50.9% | 0.00% | -50.0% |
| Q3 2022 | $1,262,000 | -11.4% | 27,583 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $1,424,000 | +165.2% | 27,583 | +207.1% | 0.00% | +200.0% |
| Q1 2022 | $537,000 | -72.2% | 8,983 | -70.5% | 0.00% | -50.0% |
| Q4 2021 | $1,934,000 | +236.3% | 30,429 | +234.9% | 0.00% | +100.0% |
| Q3 2021 | $575,000 | +2.7% | 9,086 | +6.6% | 0.00% | 0.0% |
| Q2 2021 | $560,000 | +7.3% | 8,523 | +2.4% | 0.00% | 0.0% |
| Q1 2021 | $522,000 | +4.2% | 8,323 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $501,000 | +25.9% | 8,323 | +9.1% | 0.00% | 0.0% |
| Q3 2020 | $398,000 | -36.1% | 7,630 | -39.8% | 0.00% | 0.0% |
| Q2 2020 | $623,000 | +78.0% | 12,665 | +51.7% | 0.00% | 0.0% |
| Q1 2020 | $350,000 | -19.9% | 8,348 | +6.4% | 0.00% | 0.0% |
| Q4 2019 | $437,000 | +7.9% | 7,844 | +0.0% | 0.00% | 0.0% |
| Q3 2019 | $405,000 | -13.1% | 7,842 | -11.3% | 0.00% | 0.0% |
| Q2 2019 | $466,000 | -33.0% | 8,842 | -34.0% | 0.00% | -50.0% |
| Q1 2019 | $696,000 | +65.3% | 13,407 | +50.5% | 0.00% | +100.0% |
| Q4 2018 | $421,000 | -68.7% | 8,910 | -64.2% | 0.00% | -75.0% |
| Q3 2018 | $1,345,000 | +133.5% | 24,914 | +133.9% | 0.00% | +100.0% |
| Q2 2018 | $576,000 | -4.3% | 10,650 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $602,000 | +47.2% | 10,650 | +47.9% | 0.00% | +100.0% |
| Q4 2017 | $409,000 | +3.8% | 7,200 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $394,000 | +17.6% | 7,200 | +11.6% | 0.00% | 0.0% |
| Q2 2017 | $335,000 | +4.7% | 6,450 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $320,000 | +8.1% | 6,450 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $296,000 | – | 6,450 | – | 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% |