VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381,651 | -4.6% | 7,131 | 0.0% | 0.10% | -2.8% |
| Q2 2023 | $399,906 | +1.6% | 7,131 | 0.0% | 0.11% | -1.8% |
| Q1 2023 | $393,703 | +6.7% | 7,131 | 0.0% | 0.11% | +4.8% |
| Q4 2022 | $368,815 | +13.1% | 7,131 | 0.0% | 0.10% | +8.2% |
| Q3 2022 | $326,000 | -29.0% | 7,131 | -19.8% | 0.10% | -21.8% |
| Q2 2022 | $459,000 | -13.7% | 8,897 | 0.0% | 0.12% | 0.0% |
| Q1 2022 | $532,000 | -6.0% | 8,897 | 0.0% | 0.12% | -3.1% |
| Q4 2021 | $566,000 | +14.8% | 8,897 | +14.1% | 0.13% | +4.9% |
| Q3 2021 | $493,000 | -3.7% | 7,797 | 0.0% | 0.12% | -3.2% |
| Q2 2021 | $512,000 | +30.6% | 7,797 | +24.8% | 0.13% | +21.2% |
| Q1 2021 | $392,000 | +4.3% | 6,247 | 0.0% | 0.10% | -7.1% |
| Q4 2020 | $376,000 | +15.3% | 6,247 | 0.0% | 0.11% | -4.3% |
| Q3 2020 | $326,000 | – | 6,247 | – | 0.12% | – |
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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% |