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 | $925,372 | -3.4% | 17,290 | +1.2% | 0.19% | +5.5% |
| Q2 2023 | $958,430 | +1.7% | 17,090 | +0.1% | 0.18% | -5.2% |
| Q1 2023 | $942,181 | -2.5% | 17,065 | -8.7% | 0.19% | +46.9% |
| Q4 2022 | $966,814 | -0.2% | 18,693 | -11.7% | 0.13% | -44.9% |
| Q3 2022 | $969,000 | +4.8% | 21,162 | +18.1% | 0.24% | +25.5% |
| Q2 2022 | $925,000 | -3.2% | 17,918 | +11.9% | 0.19% | +10.6% |
| Q1 2022 | $956,000 | -9.6% | 16,008 | -3.7% | 0.17% | -3.4% |
| Q4 2021 | $1,057,000 | -4.5% | 16,628 | -5.0% | 0.18% | -10.2% |
| Q3 2021 | $1,107,000 | -12.6% | 17,507 | -9.2% | 0.20% | -15.2% |
| Q2 2021 | $1,267,000 | -0.9% | 19,286 | -5.4% | 0.23% | -21.2% |
| Q1 2021 | $1,278,000 | +9.5% | 20,377 | +5.0% | 0.29% | 0.0% |
| Q4 2020 | $1,167,000 | +36.2% | 19,406 | +18.2% | 0.29% | +5.0% |
| Q3 2020 | $857,000 | +3.6% | 16,419 | -2.3% | 0.28% | -11.7% |
| Q2 2020 | $827,000 | +117.6% | 16,811 | +85.7% | 0.32% | +81.6% |
| Q1 2020 | $380,000 | -25.8% | 9,053 | -1.5% | 0.17% | -9.4% |
| Q4 2019 | $512,000 | +36.2% | 9,195 | +26.5% | 0.19% | +13.6% |
| Q3 2019 | $376,000 | +0.8% | 7,269 | +3.8% | 0.17% | +5.0% |
| Q2 2019 | $373,000 | +12.0% | 7,003 | +9.1% | 0.16% | -5.8% |
| Q1 2019 | $333,000 | +55.6% | 6,416 | +41.8% | 0.17% | +21.3% |
| Q4 2018 | $214,000 | -34.6% | 4,526 | -25.3% | 0.14% | -27.7% |
| Q3 2018 | $327,000 | +298.8% | 6,062 | +298.3% | 0.20% | +121.6% |
| Q2 2018 | $82,000 | -61.0% | 1,522 | -59.6% | 0.09% | -43.2% |
| Q1 2018 | $210,000 | +4.5% | 3,766 | +9.5% | 0.16% | +3.3% |
| Q4 2017 | $201,000 | +54.6% | 3,439 | +45.2% | 0.15% | +29.3% |
| Q3 2017 | $130,000 | +261.1% | 2,368 | +242.7% | 0.12% | +205.3% |
| Q2 2017 | $36,000 | – | 691 | – | 0.04% | – |
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% |