VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $690,087 | -25.1% | 12,894 | -21.5% | 0.00% | 0.0% |
| Q2 2023 | $921,002 | +45.5% | 16,423 | +43.3% | 0.00% | 0.0% |
| Q1 2023 | $632,927 | +40239.5% | 11,464 | -62.2% | 0.00% | -50.0% |
| Q4 2022 | $1,569 | -99.9% | 30,331 | +22.4% | 0.00% | +33.3% |
| Q3 2022 | $1,134,000 | +23.8% | 24,772 | +39.6% | 0.00% | 0.0% |
| Q2 2022 | $916,000 | -17.1% | 17,742 | -4.1% | 0.00% | 0.0% |
| Q1 2022 | $1,105,000 | +18.1% | 18,491 | +25.6% | 0.00% | +50.0% |
| Q4 2021 | $936,000 | +2.7% | 14,724 | +2.3% | 0.00% | 0.0% |
| Q3 2021 | $911,000 | -1.7% | 14,389 | +2.0% | 0.00% | 0.0% |
| Q2 2021 | $927,000 | +11.3% | 14,110 | +6.2% | 0.00% | 0.0% |
| Q1 2021 | $833,000 | +7.2% | 13,286 | +2.8% | 0.00% | 0.0% |
| Q4 2020 | $777,000 | +59.5% | 12,923 | +38.5% | 0.00% | 0.0% |
| Q3 2020 | $487,000 | +8.9% | 9,330 | +2.7% | 0.00% | 0.0% |
| Q2 2020 | $447,000 | -58.6% | 9,087 | -64.7% | 0.00% | -60.0% |
| Q1 2020 | $1,081,000 | -2.2% | 25,761 | +29.8% | 0.01% | +25.0% |
| Q4 2019 | $1,105,000 | -5.4% | 19,849 | -12.2% | 0.00% | -20.0% |
| Q3 2019 | $1,168,000 | +12.6% | 22,617 | +15.1% | 0.01% | +25.0% |
| Q2 2019 | $1,037,000 | -0.6% | 19,650 | -2.2% | 0.00% | -33.3% |
| Q1 2019 | $1,043,000 | -34.9% | 20,090 | -40.8% | 0.01% | -45.5% |
| Q4 2018 | $1,602,000 | -18.1% | 33,918 | -6.3% | 0.01% | -8.3% |
| Q3 2018 | $1,955,000 | +173.4% | 36,196 | +173.7% | 0.01% | +140.0% |
| Q2 2018 | $715,000 | +22.0% | 13,223 | +27.6% | 0.01% | +25.0% |
| Q1 2018 | $586,000 | -41.0% | 10,365 | -40.7% | 0.00% | -42.9% |
| Q4 2017 | $993,000 | +3.2% | 17,472 | -0.6% | 0.01% | 0.0% |
| Q3 2017 | $962,000 | +21.6% | 17,582 | +15.6% | 0.01% | +16.7% |
| Q2 2017 | $791,000 | -35.8% | 15,212 | -38.7% | 0.01% | -40.0% |
| Q1 2017 | $1,233,000 | -4.2% | 24,815 | -11.5% | 0.01% | -9.1% |
| Q4 2016 | $1,287,000 | +0.4% | 28,042 | +3.3% | 0.01% | 0.0% |
| Q3 2016 | $1,282,000 | +7.6% | 27,147 | +1.3% | 0.01% | 0.0% |
| Q2 2016 | $1,191,000 | -6.2% | 26,787 | -5.3% | 0.01% | -8.3% |
| Q1 2016 | $1,270,000 | -16.1% | 28,273 | -15.7% | 0.01% | -20.0% |
| Q4 2015 | $1,513,000 | +3.6% | 33,540 | +1.7% | 0.02% | -6.2% |
| Q3 2015 | $1,461,000 | +2.5% | 32,970 | +16.3% | 0.02% | +14.3% |
| Q2 2015 | $1,426,000 | – | 28,337 | – | 0.01% | – |
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% |