VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,231,714 | -5.2% | 434,075 | -0.6% | 5.65% | -4.6% |
| Q2 2023 | $24,498,415 | +4.8% | 436,848 | +3.2% | 5.93% | -1.6% |
| Q1 2023 | $23,367,726 | +8.8% | 423,252 | +2.0% | 6.02% | +2.6% |
| Q4 2022 | $21,468,653 | +16.8% | 415,094 | +3.3% | 5.87% | +5.8% |
| Q3 2022 | $18,385,000 | -7.6% | 401,679 | +4.2% | 5.55% | -5.4% |
| Q2 2022 | $19,902,000 | -13.6% | 385,623 | -0.0% | 5.86% | -5.5% |
| Q1 2022 | $23,047,000 | -9.8% | 385,788 | -4.1% | 6.20% | -9.1% |
| Q4 2021 | $25,564,000 | +11.5% | 402,139 | +11.0% | 6.83% | -6.5% |
| Q3 2021 | $22,924,000 | -2.4% | 362,385 | +1.3% | 7.30% | +1.8% |
| Q2 2021 | $23,492,000 | +7.0% | 357,681 | +2.2% | 7.17% | +2.1% |
| Q1 2021 | $21,953,000 | +4.5% | 350,134 | +0.3% | 7.02% | +8.4% |
| Q4 2020 | $20,998,000 | +14.5% | 349,037 | -0.7% | 6.48% | -3.1% |
| Q3 2020 | $18,340,000 | +5.7% | 351,534 | -0.4% | 6.69% | -5.3% |
| Q2 2020 | $17,352,000 | +54.1% | 352,894 | +31.5% | 7.06% | +27.7% |
| Q1 2020 | $11,257,000 | – | 268,288 | – | 5.53% | – |
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% |