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 | $520,750 | -4.7% | 9,730 | -0.1% | 0.33% | +1.6% |
| Q2 2023 | $546,219 | -0.3% | 9,740 | 0.0% | 0.32% | +0.6% |
| Q1 2023 | $547,875 | +8.3% | 9,740 | -0.5% | 0.32% | +4.9% |
| Q4 2022 | $506,080 | +8.8% | 9,785 | -3.7% | 0.30% | -0.7% |
| Q3 2022 | $465,000 | -16.2% | 10,160 | -5.5% | 0.31% | -10.2% |
| Q2 2022 | $555,000 | -16.3% | 10,746 | -3.2% | 0.34% | -6.3% |
| Q1 2022 | $663,000 | -3.2% | 11,096 | +0.2% | 0.36% | -5.2% |
| Q4 2021 | $685,000 | -3.4% | 11,076 | -1.2% | 0.38% | -3.5% |
| Q3 2021 | $709,000 | -2.5% | 11,211 | +1.4% | 0.40% | -0.2% |
| Q2 2021 | $727,000 | +20.4% | 11,051 | +16.3% | 0.40% | +14.3% |
| Q1 2021 | $604,000 | +70.1% | 9,505 | +71.6% | 0.35% | +54.2% |
| Q4 2020 | $355,000 | – | 5,540 | – | 0.23% | – |
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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% |