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 | $318,230 | -0.1% | 5,946 | +4.6% | 0.10% | +3.3% |
| Q2 2023 | $318,703 | +3.5% | 5,683 | +1.9% | 0.09% | +1.1% |
| Q1 2023 | $307,961 | +18.1% | 5,578 | +10.7% | 0.09% | +5.8% |
| Q4 2022 | $260,721 | +15.9% | 5,041 | +2.5% | 0.09% | -10.4% |
| Q3 2022 | $225,000 | -5.9% | 4,916 | +6.2% | 0.10% | +1.1% |
| Q2 2022 | $239,000 | -13.7% | 4,630 | 0.0% | 0.10% | +11.8% |
| Q1 2022 | $277,000 | -2.1% | 4,630 | +4.1% | 0.08% | +2.4% |
| Q4 2021 | $283,000 | +2.9% | 4,449 | +2.3% | 0.08% | -1.2% |
| Q3 2021 | $275,000 | -2.8% | 4,349 | +1.1% | 0.08% | -3.4% |
| Q2 2021 | $283,000 | +11.4% | 4,303 | +6.2% | 0.09% | +3.6% |
| Q1 2021 | $254,000 | +11.9% | 4,051 | +7.6% | 0.08% | +9.1% |
| Q4 2020 | $227,000 | – | 3,766 | – | 0.08% | – |
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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% |