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 | $12,398,758 | +40.8% | 231,666 | +47.5% | 0.10% | -27.5% |
| Q2 2023 | $8,807,086 | +2.0% | 157,045 | +0.5% | 0.13% | -6.4% |
| Q1 2023 | $8,631,562 | -46.1% | 156,340 | -48.2% | 0.14% | +2.9% |
| Q4 2022 | $16,000,220 | +16.2% | 302,052 | +0.4% | 0.14% | +9.7% |
| Q3 2022 | $13,770,349 | +57.0% | 300,866 | +77.0% | 0.12% | -35.8% |
| Q2 2022 | $8,770,593 | -13.4% | 169,940 | +0.3% | 0.19% | -18.2% |
| Q1 2022 | $10,125,000 | +3.7% | 169,483 | +10.4% | 0.24% | -2.9% |
| Q4 2021 | $9,762,000 | +1.0% | 153,547 | +0.5% | 0.24% | -13.8% |
| Q3 2021 | $9,661,000 | -2.3% | 152,722 | +1.4% | 0.28% | -5.1% |
| Q2 2021 | $9,891,000 | -4.8% | 150,586 | -9.1% | 0.30% | -15.4% |
| Q1 2021 | $10,392,000 | +4.8% | 165,737 | +0.5% | 0.35% | -13.8% |
| Q4 2020 | $9,917,000 | +4367.1% | 164,849 | +3768.8% | 0.41% | +1595.8% |
| Q3 2020 | $222,000 | +3.7% | 4,261 | -2.2% | 0.02% | -4.0% |
| Q2 2020 | $214,000 | -1.8% | 4,357 | -16.4% | 0.02% | -19.4% |
| Q1 2020 | $218,000 | -84.3% | 5,213 | +109.2% | 0.03% | +106.7% |
| Q4 2019 | $1,388,000 | +19728.6% | 2,492 | +1518.2% | 0.02% | +1400.0% |
| Q3 2019 | $7,000 | -97.3% | 154 | -96.8% | 0.00% | -96.7% |
| Q2 2019 | $258,000 | -3.7% | 4,878 | -6.0% | 0.03% | -11.8% |
| Q1 2019 | $268,000 | +9.8% | 5,190 | 0.0% | 0.03% | -51.4% |
| Q4 2018 | $244,000 | -13.2% | 5,190 | 0.0% | 0.07% | -20.5% |
| Q3 2018 | $281,000 | +117.8% | 5,190 | +119.1% | 0.09% | -7.4% |
| Q2 2018 | $129,000 | – | 2,369 | – | 0.10% | – |
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% |