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 | $1,615,322 | -1.6% | 30,182 | +3.1% | 0.53% | -1.1% |
Q2 2023 | $1,641,779 | +2.2% | 29,275 | +0.7% | 0.53% | -0.7% |
Q1 2023 | $1,605,672 | +33.3% | 29,083 | +24.9% | 0.54% | +23.1% |
Q4 2022 | $1,204,559 | +14.3% | 23,290 | +1.2% | 0.44% | +4.5% |
Q3 2022 | $1,054,000 | -3.7% | 23,025 | +8.6% | 0.42% | -1.6% |
Q2 2022 | $1,094,000 | -32.0% | 21,200 | -21.3% | 0.42% | -16.7% |
Q1 2022 | $1,610,000 | -22.0% | 26,946 | -17.0% | 0.51% | -20.8% |
Q4 2021 | $2,064,000 | +693.8% | 32,460 | +689.4% | 0.64% | +585.1% |
Q3 2021 | $260,000 | – | 4,112 | – | 0.09% | – |
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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% |