VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $470,972 | -4.6% | 8,800 | 0.0% | 0.13% | -1.5% |
| Q2 2023 | $493,487 | +1.6% | 8,800 | +0.0% | 0.13% | -3.0% |
| Q1 2023 | $485,804 | +10.5% | 8,799 | +3.5% | 0.13% | +5.5% |
| Q4 2022 | $439,573 | -3.8% | 8,499 | -15.0% | 0.13% | -14.2% |
| Q3 2022 | $457,000 | -11.4% | 9,993 | +0.0% | 0.15% | -7.5% |
| Q2 2022 | $516,000 | -13.6% | 9,992 | 0.0% | 0.16% | -6.4% |
| Q1 2022 | $597,000 | -6.0% | 9,992 | 0.0% | 0.17% | -5.0% |
| Q4 2021 | $635,000 | -1.1% | 9,992 | -1.6% | 0.18% | -10.4% |
| Q3 2021 | $642,000 | -3.7% | 10,151 | 0.0% | 0.20% | -4.3% |
| Q2 2021 | $667,000 | +1.8% | 10,151 | -2.9% | 0.21% | -5.4% |
| Q1 2021 | $655,000 | +4.1% | 10,452 | +0.0% | 0.22% | -3.5% |
| Q4 2020 | $629,000 | +12.7% | 10,451 | -2.3% | 0.23% | -0.4% |
| Q3 2020 | $558,000 | +6.1% | 10,695 | 0.0% | 0.23% | -3.3% |
| Q2 2020 | $526,000 | +17.1% | 10,695 | 0.0% | 0.24% | -1.2% |
| Q1 2020 | $449,000 | -24.7% | 10,695 | +0.0% | 0.24% | -4.7% |
| Q4 2019 | $596,000 | +8.0% | 10,694 | 0.0% | 0.25% | -1.2% |
| Q3 2019 | $552,000 | -2.1% | 10,694 | 0.0% | 0.26% | -3.7% |
| Q2 2019 | $564,000 | +4.4% | 10,694 | +2.8% | 0.27% | +0.4% |
| Q1 2019 | $540,000 | -0.4% | 10,402 | -9.4% | 0.27% | -13.4% |
| Q4 2018 | $542,000 | -24.7% | 11,486 | -13.8% | 0.31% | -8.1% |
| Q3 2018 | $720,000 | -16.5% | 13,330 | -16.3% | 0.33% | -18.9% |
| Q2 2018 | $862,000 | -1.7% | 15,932 | +2.7% | 0.41% | -1.7% |
| Q1 2018 | $877,000 | -0.5% | 15,509 | 0.0% | 0.42% | -0.7% |
| Q4 2017 | $881,000 | +27.7% | 15,509 | +23.0% | 0.42% | +22.0% |
| Q3 2017 | $690,000 | +5.2% | 12,614 | 0.0% | 0.35% | -0.6% |
| Q2 2017 | $656,000 | +0.5% | 12,614 | -4.1% | 0.35% | -7.9% |
| Q1 2017 | $653,000 | +36.3% | 13,152 | +26.0% | 0.38% | +26.4% |
| Q4 2016 | $479,000 | – | 10,442 | – | 0.30% | – |
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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% |