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 | $5,348,720 | -3.5% | 99,938 | +1.1% | 0.54% | +19.3% |
| Q2 2023 | $5,543,737 | +10.9% | 98,854 | +9.2% | 0.46% | -10.3% |
| Q1 2023 | $4,998,023 | +22.4% | 90,527 | +14.7% | 0.51% | +40.1% |
| Q4 2022 | $4,082,356 | +71.6% | 78,931 | +51.9% | 0.36% | +59.5% |
| Q3 2022 | $2,379,000 | -3.3% | 51,971 | +7.0% | 0.23% | 0.0% |
| Q2 2022 | $2,460,000 | +72.8% | 48,584 | +103.8% | 0.23% | +108.3% |
| Q1 2022 | $1,424,000 | +113.2% | 23,843 | +127.0% | 0.11% | +105.7% |
| Q4 2021 | $668,000 | +33.6% | 10,503 | +32.8% | 0.05% | +17.8% |
| Q3 2021 | $500,000 | +14.9% | 7,911 | +19.5% | 0.04% | +12.5% |
| Q2 2021 | $435,000 | +3.1% | 6,619 | -1.8% | 0.04% | -4.8% |
| Q1 2021 | $422,000 | -45.1% | 6,737 | -47.2% | 0.04% | -52.3% |
| Q4 2020 | $768,000 | +15.3% | 12,771 | 0.0% | 0.09% | -20.0% |
| Q3 2020 | $666,000 | +7.6% | 12,771 | +1.4% | 0.11% | +26.4% |
| Q2 2020 | $619,000 | +14.8% | 12,596 | -1.9% | 0.09% | +480.0% |
| Q1 2020 | $539,000 | -22.0% | 12,837 | +3.5% | 0.02% | -87.4% |
| Q4 2019 | $691,000 | +44.9% | 12,403 | +34.2% | 0.12% | +33.7% |
| Q3 2019 | $477,000 | +25.5% | 9,239 | +28.2% | 0.09% | +17.1% |
| Q2 2019 | $380,000 | +3.5% | 7,208 | +1.9% | 0.08% | -3.8% |
| Q1 2019 | $367,000 | -2.4% | 7,072 | -11.3% | 0.08% | -18.6% |
| Q4 2018 | $376,000 | +41.9% | 7,970 | +62.5% | 0.10% | +61.7% |
| Q3 2018 | $265,000 | 0.0% | 4,905 | -0.0% | 0.06% | -4.8% |
| Q2 2018 | $265,000 | -4.3% | 4,906 | 0.0% | 0.06% | -10.0% |
| Q1 2018 | $277,000 | – | 4,906 | – | 0.07% | – |
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% |