VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76,000,845 | +67.4% | 1,420,051 | +75.4% | 0.37% | +109.0% |
| Q2 2023 | $45,391,462 | +110.4% | 809,409 | +135.2% | 0.18% | +247.1% |
| Q1 2023 | $21,573,522 | +423.8% | 344,159 | +332.4% | 0.05% | +96.2% |
| Q4 2022 | $4,118,848 | +95.2% | 79,588 | +72.6% | 0.03% | +4.0% |
| Q3 2022 | $2,110,000 | -76.2% | 46,117 | -73.1% | 0.02% | -74.5% |
| Q2 2022 | $8,847,000 | +2399.2% | 171,438 | +3.4% | 0.10% | +1860.0% |
| Q1 2022 | $354,000 | +15.7% | 165,757 | +3343.9% | 0.01% | 0.0% |
| Q4 2021 | $306,000 | +3.0% | 4,813 | +2.6% | 0.01% | -28.6% |
| Q3 2021 | $297,000 | -5.7% | 4,691 | -2.2% | 0.01% | 0.0% |
| Q2 2021 | $315,000 | – | 4,797 | – | 0.01% | – |
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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% |