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 | $28,385,988 | -7.9% | 530,381 | -3.5% | 1.28% | -5.4% |
| Q2 2023 | $30,814,813 | +5.9% | 549,480 | +4.2% | 1.36% | -3.2% |
| Q1 2023 | $29,102,328 | +12.4% | 527,121 | +5.3% | 1.40% | -84.2% |
| Q4 2022 | $25,881,445 | +61.6% | 500,415 | +43.0% | 8.89% | +852.1% |
| Q3 2022 | $16,020,000 | +2905.6% | 350,013 | +3290.0% | 0.93% | +3013.3% |
| Q2 2022 | $533,000 | -42.4% | 10,325 | -37.9% | 0.03% | -25.0% |
| Q4 2019 | $926,000 | -81.5% | 16,627 | -83.6% | 0.04% | -95.0% |
| Q1 2017 | $5,013,000 | – | 101,287 | – | 0.79% | – |
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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% |