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 | $100,808 | -4.5% | 1,884 | +0.1% | 0.03% | -6.9% |
| Q2 2023 | $105,549 | -2.3% | 1,882 | -1.9% | 0.03% | -6.5% |
| Q1 2023 | $108,086 | +2.0% | 1,919 | 0.0% | 0.03% | +3.3% |
| Q4 2022 | $105,960 | +20.4% | 1,919 | +0.2% | 0.03% | +3.4% |
| Q3 2022 | $88,000 | -12.0% | 1,915 | +2.1% | 0.03% | -3.3% |
| Q2 2022 | $100,000 | +23.5% | 1,875 | +38.8% | 0.03% | +36.4% |
| Q1 2022 | $81,000 | -86.0% | 1,351 | -85.1% | 0.02% | -87.3% |
| Q4 2021 | $577,000 | +578.8% | 9,077 | +572.4% | 0.17% | +476.7% |
| Q3 2021 | $85,000 | +4.9% | 1,350 | +9.4% | 0.03% | +3.4% |
| Q2 2021 | $81,000 | +5.2% | 1,234 | 0.0% | 0.03% | -6.5% |
| Q1 2021 | $77,000 | +4.1% | 1,234 | 0.0% | 0.03% | -13.9% |
| Q4 2020 | $74,000 | +15.6% | 1,234 | 0.0% | 0.04% | +5.9% |
| Q3 2020 | $64,000 | +3100.0% | 1,234 | +3327.8% | 0.03% | +3300.0% |
| Q2 2019 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | – | 36 | – | 0.00% | – |
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% |