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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $201,299 | -54.9% | 3,590 | -58.4% | 0.02% | -58.9% |
| Q4 2022 | $446,212 | +12.1% | 8,627 | -0.9% | 0.06% | +3.7% |
| Q3 2022 | $398,000 | -12.5% | 8,703 | -1.2% | 0.05% | -11.5% |
| Q2 2022 | $455,000 | -12.5% | 8,807 | +1.1% | 0.06% | -1.6% |
| Q1 2022 | $520,000 | -6.0% | 8,708 | +0.2% | 0.06% | -6.1% |
| Q4 2021 | $553,000 | +535.6% | 8,693 | +535.5% | 0.07% | +500.0% |
| Q3 2021 | $87,000 | +3.6% | 1,368 | +7.2% | 0.01% | 0.0% |
| Q2 2021 | $84,000 | +61.5% | 1,276 | +53.5% | 0.01% | +37.5% |
| Q1 2021 | $52,000 | +5100.0% | 831 | +4055.0% | 0.01% | – |
| Q4 2020 | $1,000 | – | 20 | +185.7% | 0.00% | – |
| Q1 2020 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 7 | -99.4% | 0.00% | -100.0% |
| Q3 2019 | $63,000 | -8.7% | 1,229 | -5.5% | 0.01% | -14.3% |
| Q2 2019 | $69,000 | +1.5% | 1,300 | -0.9% | 0.01% | -17.6% |
| Q1 2019 | $68,000 | -9.3% | 1,312 | -16.9% | 0.02% | -19.0% |
| Q4 2018 | $75,000 | +435.7% | 1,578 | +511.6% | 0.02% | +425.0% |
| Q3 2018 | $14,000 | +1300.0% | 258 | +932.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | -75.0% | 25 | -64.8% | 0.00% | -100.0% |
| Q3 2017 | $4,000 | 0.0% | 71 | 0.0% | 0.00% | -50.0% |
| Q2 2017 | $4,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $4,000 | -91.1% | 71 | -92.5% | 0.00% | -92.6% |
| Q4 2016 | $45,000 | -4.3% | 950 | -5.3% | 0.03% | +22.7% |
| Q3 2016 | $47,000 | +113.6% | 1,003 | +95.1% | 0.02% | +100.0% |
| Q2 2016 | $22,000 | – | 514 | – | 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% |