VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 959 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $628,780 | -0.3% | 10,428 | -0.3% | 0.09% | 0.0% |
Q1 2024 | $630,787 | +84.1% | 10,461 | +76.9% | 0.09% | +68.6% |
Q4 2023 | $342,665 | +7.3% | 5,912 | -0.9% | 0.05% | -3.8% |
Q3 2023 | $319,237 | +1.7% | 5,965 | +6.5% | 0.05% | +3.9% |
Q2 2023 | $314,036 | +4.5% | 5,600 | +2.9% | 0.05% | -3.8% |
Q1 2023 | $300,465 | +10.0% | 5,442 | +3.0% | 0.05% | +1.9% |
Q4 2022 | $273,116 | +16.7% | 5,281 | +3.4% | 0.05% | +6.1% |
Q3 2022 | $234,000 | -8.2% | 5,108 | +3.3% | 0.05% | -9.3% |
Q2 2022 | $255,000 | -10.8% | 4,947 | +3.3% | 0.05% | 0.0% |
Q1 2022 | $286,000 | -3.4% | 4,788 | +2.8% | 0.05% | -5.3% |
Q4 2021 | $296,000 | +134.9% | 4,659 | +133.8% | 0.06% | +119.2% |
Q3 2021 | $126,000 | -78.3% | 1,993 | -79.3% | 0.03% | -82.3% |
Q4 2020 | $581,000 | +16.4% | 9,650 | +0.9% | 0.15% | -18.3% |
Q3 2020 | $499,000 | +6.6% | 9,566 | +0.6% | 0.18% | -0.6% |
Q2 2020 | $468,000 | -43.5% | 9,510 | -38.0% | 0.18% | -50.5% |
Q3 2018 | $829,000 | – | 15,349 | – | 0.37% | – |
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% |