VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 400 filers reported holding VANGUARD STAR FDS in Q3 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $733,513 | +199767.3% | 12,164 | +100.3% | 0.05% | +88.9% |
| Q1 2024 | $367 | +10.9% | 6,074 | +6.1% | 0.03% | 0.0% |
| Q4 2023 | $331 | +11.8% | 5,724 | +3.5% | 0.03% | +8.0% |
| Q3 2023 | $296 | +161.9% | 5,530 | +177.1% | 0.02% | +150.0% |
| Q2 2023 | $113 | +2.7% | 1,996 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $110 | +4.8% | 1,994 | -1.6% | 0.01% | -9.1% |
| Q4 2022 | $105 | -99.9% | 2,027 | +15.9% | 0.01% | +22.2% |
| Q3 2022 | $80,000 | -15.8% | 1,749 | +10.5% | 0.01% | -18.2% |
| Q1 2022 | $95,000 | -5.0% | 1,583 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $100,000 | -30.1% | 1,583 | -30.8% | 0.01% | -36.8% |
| Q3 2021 | $143,000 | +30.0% | 2,288 | +36.8% | 0.02% | +18.8% |
| Q2 2021 | $110,000 | +74.6% | 1,672 | +64.9% | 0.02% | +14.3% |
| Q1 2021 | $63,000 | -25.9% | 1,014 | -29.2% | 0.01% | -17.6% |
| Q4 2020 | $85,000 | +54.5% | 1,432 | +36.6% | 0.02% | +41.7% |
| Q3 2020 | $55,000 | +7.8% | 1,048 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $51,000 | +6.2% | 1,048 | -7.8% | 0.01% | 0.0% |
| Q1 2020 | $48,000 | -26.2% | 1,137 | -3.2% | 0.01% | -22.2% |
| Q4 2019 | $65,000 | +6.6% | 1,175 | +0.5% | 0.02% | -10.0% |
| Q3 2019 | $61,000 | +79.4% | 1,169 | +82.9% | 0.02% | +81.8% |
| Q2 2019 | $34,000 | -5.6% | 639 | -7.5% | 0.01% | -15.4% |
| Q1 2019 | $36,000 | -81.2% | 691 | -82.9% | 0.01% | -83.3% |
| Q4 2018 | $191,000 | -12.4% | 4,045 | 0.0% | 0.08% | -4.9% |
| Q3 2018 | $218,000 | -0.5% | 4,045 | 0.0% | 0.08% | +9.3% |
| Q2 2018 | $219,000 | -3.9% | 4,045 | 0.0% | 0.08% | -33.6% |
| Q1 2018 | $228,000 | -91.4% | 4,045 | -91.4% | 0.11% | -89.5% |
| Q4 2017 | $2,663,000 | +3.8% | 46,878 | 0.0% | 1.07% | -13.3% |
| Q3 2017 | $2,566,000 | +5.3% | 46,878 | 0.0% | 1.24% | +0.9% |
| Q2 2017 | $2,437,000 | +1557.8% | 46,878 | +1489.1% | 1.23% | +1451.9% |
| Q1 2017 | $147,000 | +8.9% | 2,950 | 0.0% | 0.08% | +1.3% |
| Q4 2016 | $135,000 | -2.9% | 2,950 | 0.0% | 0.08% | -11.4% |
| Q3 2016 | $139,000 | +504.3% | 2,950 | +466.2% | 0.09% | +486.7% |
| Q4 2015 | $23,000 | – | 521 | – | 0.02% | – |
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% |