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 | $5,962,158 | -12.6% | 111,401 | -8.4% | 0.13% | -14.6% |
| Q2 2023 | $6,818,016 | +36.5% | 121,577 | +34.4% | 0.15% | +29.1% |
| Q1 2023 | $4,993,550 | +60.3% | 90,446 | +50.2% | 0.12% | +30.0% |
| Q4 2022 | $3,114,598 | +20.2% | 60,220 | +6.4% | 0.09% | -6.2% |
| Q3 2022 | $2,591,000 | -9.8% | 56,601 | +1.7% | 0.10% | -22.0% |
| Q2 2022 | $2,872,000 | -13.0% | 55,648 | +0.7% | 0.12% | -1.6% |
| Q1 2022 | $3,303,000 | +10.8% | 55,288 | +17.9% | 0.12% | +19.0% |
| Q4 2021 | $2,980,000 | +3.7% | 46,882 | +3.2% | 0.10% | -7.9% |
| Q3 2021 | $2,875,000 | +3.5% | 45,446 | +7.4% | 0.11% | 0.0% |
| Q2 2021 | $2,779,000 | +3.2% | 42,313 | -1.5% | 0.11% | -9.5% |
| Q1 2021 | $2,694,000 | +248.1% | 42,963 | +233.8% | 0.13% | +215.0% |
| Q4 2020 | $774,000 | +19.6% | 12,870 | +3.8% | 0.04% | -11.1% |
| Q3 2020 | $647,000 | -13.4% | 12,398 | -18.4% | 0.04% | -16.7% |
| Q2 2020 | $747,000 | +32.2% | 15,189 | +12.8% | 0.05% | +8.0% |
| Q1 2020 | $565,000 | -13.5% | 13,465 | +14.9% | 0.05% | -2.0% |
| Q4 2019 | $653,000 | +77.0% | 11,720 | +64.2% | 0.05% | +54.5% |
| Q3 2019 | $369,000 | +7.9% | 7,137 | +10.1% | 0.03% | +26.9% |
| Q2 2019 | $342,000 | +70.1% | 6,480 | +71.9% | 0.03% | -10.3% |
| Q1 2019 | $201,000 | +1446.2% | 3,770 | +1518.0% | 0.03% | +866.7% |
| Q3 2018 | $13,000 | +62.5% | 233 | +62.9% | 0.00% | +50.0% |
| Q2 2018 | $8,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | – | 143 | – | 0.00% | – |
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% |