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 | $399,998 | -10.3% | 7,474 | -6.0% | 0.04% | -23.2% |
Q2 2023 | $445,701 | +9.8% | 7,948 | +8.1% | 0.06% | +27.3% |
Q1 2023 | $405,867 | +7.0% | 7,351 | +0.2% | 0.04% | +2.3% |
Q4 2022 | $379,349 | +14.3% | 7,335 | +1.2% | 0.04% | +16.2% |
Q3 2022 | $332,000 | -54.8% | 7,247 | -49.1% | 0.04% | -51.9% |
Q2 2022 | $735,000 | +11.0% | 14,244 | +28.6% | 0.08% | +24.2% |
Q1 2022 | $662,000 | -5.8% | 11,079 | +0.2% | 0.06% | -4.6% |
Q4 2021 | $703,000 | +1.9% | 11,060 | +1.5% | 0.06% | 0.0% |
Q3 2021 | $690,000 | -3.1% | 10,900 | +0.6% | 0.06% | -3.0% |
Q2 2021 | $712,000 | +5.6% | 10,839 | +0.8% | 0.07% | -4.3% |
Q1 2021 | $674,000 | +4.5% | 10,756 | +0.3% | 0.07% | -4.1% |
Q4 2020 | $645,000 | +16.4% | 10,729 | +1.0% | 0.07% | -3.9% |
Q3 2020 | $554,000 | +6.7% | 10,624 | +0.7% | 0.08% | 0.0% |
Q2 2020 | $519,000 | +17.7% | 10,554 | +0.5% | 0.08% | -1.3% |
Q1 2020 | $441,000 | – | 10,500 | – | 0.08% | – |
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% |