VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,121,014 | +4.2% | 20,946 | +6.7% | 0.73% | +4.4% |
| Q2 2023 | $1,075,927 | -1.8% | 19,634 | -1.1% | 0.70% | -1.3% |
| Q1 2023 | $1,095,681 | +5.2% | 19,846 | -1.4% | 0.71% | -0.7% |
| Q4 2022 | $1,041,356 | +9.0% | 20,135 | -3.5% | 0.71% | +3.5% |
| Q3 2022 | $955,000 | -7.6% | 20,857 | +4.2% | 0.69% | -1.8% |
| Q2 2022 | $1,033,000 | -13.6% | 20,009 | -0.1% | 0.70% | -2.1% |
| Q1 2022 | $1,196,000 | -10.9% | 20,020 | -5.2% | 0.72% | -8.2% |
| Q4 2021 | $1,343,000 | +0.1% | 21,128 | -0.4% | 0.78% | -2.5% |
| Q3 2021 | $1,342,000 | -3.4% | 21,211 | +0.3% | 0.80% | -1.1% |
| Q2 2021 | $1,389,000 | +7.5% | 21,147 | +2.7% | 0.81% | +1.6% |
| Q1 2021 | $1,292,000 | +7.0% | 20,599 | +2.6% | 0.80% | -1.1% |
| Q4 2020 | $1,208,000 | +9.0% | 20,075 | -5.4% | 0.81% | +0.2% |
| Q3 2020 | $1,108,000 | +4.7% | 21,229 | -1.4% | 0.80% | +1.0% |
| Q2 2020 | $1,058,000 | +22.6% | 21,527 | +4.6% | 0.80% | +6.1% |
| Q1 2020 | $863,000 | -26.5% | 20,571 | -2.4% | 0.75% | -8.3% |
| Q4 2019 | $1,174,000 | +7.3% | 21,086 | -0.4% | 0.82% | +1.1% |
| Q3 2019 | $1,094,000 | -4.7% | 21,176 | -2.7% | 0.81% | -5.4% |
| Q2 2019 | $1,148,000 | -1.5% | 21,760 | -3.1% | 0.86% | -2.3% |
| Q1 2019 | $1,165,000 | +9.3% | 22,455 | -0.5% | 0.88% | -0.6% |
| Q4 2018 | $1,066,000 | -11.8% | 22,570 | +0.9% | 0.88% | -2.2% |
| Q3 2018 | $1,208,000 | +2.6% | 22,363 | +2.8% | 0.90% | +1.3% |
| Q2 2018 | $1,177,000 | -6.8% | 21,753 | -2.6% | 0.89% | -11.3% |
| Q1 2018 | $1,263,000 | -2.1% | 22,335 | -1.6% | 1.00% | -1.6% |
| Q4 2017 | $1,290,000 | +6.0% | 22,707 | +2.1% | 1.02% | +2.0% |
| Q3 2017 | $1,217,000 | +3.8% | 22,230 | -1.5% | 1.00% | -16.3% |
| Q2 2017 | $1,173,000 | +9.1% | 22,575 | +4.3% | 1.19% | +26.6% |
| Q1 2017 | $1,075,000 | +4.2% | 21,646 | -3.8% | 0.94% | -0.5% |
| Q4 2016 | $1,032,000 | -2.5% | 22,500 | +0.3% | 0.95% | -7.1% |
| Q3 2016 | $1,059,000 | +15.7% | 22,424 | +9.0% | 1.02% | +11.7% |
| Q2 2016 | $915,000 | +8.2% | 20,573 | +9.3% | 0.91% | +8.8% |
| Q1 2016 | $846,000 | +14.9% | 18,831 | +15.4% | 0.84% | +13.1% |
| Q4 2015 | $736,000 | +5.3% | 16,321 | +3.5% | 0.74% | +3.3% |
| Q3 2015 | $699,000 | +6.6% | 15,762 | +20.9% | 0.72% | +17.2% |
| Q2 2015 | $656,000 | +162.4% | 13,036 | +162.6% | 0.61% | +156.1% |
| Q1 2015 | $250,000 | -6.0% | 4,964 | -9.6% | 0.24% | -8.1% |
| Q4 2014 | $266,000 | – | 5,494 | – | 0.26% | – |
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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% |