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 | $3,562,345 | -22.9% | 66,561 | -19.2% | 0.69% | -9.9% |
| Q2 2023 | $4,621,272 | +1.5% | 82,405 | -0.0% | 0.77% | -6.8% |
| Q1 2023 | $4,551,071 | +6.3% | 82,432 | -0.5% | 0.82% | +6.9% |
| Q4 2022 | $4,283,295 | -7.4% | 82,817 | -18.1% | 0.77% | -20.8% |
| Q3 2022 | $4,627,000 | +0.6% | 101,100 | +13.5% | 0.97% | +2.7% |
| Q2 2022 | $4,598,000 | -3.2% | 89,096 | +12.1% | 0.95% | +16.1% |
| Q1 2022 | $4,749,000 | -5.7% | 79,496 | +0.4% | 0.82% | -8.0% |
| Q4 2021 | $5,034,000 | +0.5% | 79,196 | 0.0% | 0.89% | +10.3% |
| Q3 2021 | $5,010,000 | -2.7% | 79,196 | +1.0% | 0.80% | -1.5% |
| Q2 2021 | $5,149,000 | +1.3% | 78,396 | 0.0% | 0.82% | -8.6% |
| Q1 2021 | $5,082,000 | +17.9% | 78,396 | +9.4% | 0.89% | +33.3% |
| Q4 2020 | $4,310,000 | +34.1% | 71,646 | +16.3% | 0.67% | +7.4% |
| Q3 2020 | $3,215,000 | +7.6% | 61,621 | +1.4% | 0.62% | +2.1% |
| Q2 2020 | $2,988,000 | +17.2% | 60,771 | 0.0% | 0.61% | -5.4% |
| Q1 2020 | $2,550,000 | +121.4% | 60,771 | +193.8% | 0.64% | +160.1% |
| Q4 2019 | $1,152,000 | – | 20,683 | – | 0.25% | – |
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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% |