VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $344,049 | -23.1% | 6,428 | -19.4% | 0.02% | -25.0% |
| Q2 2023 | $447,235 | +77.9% | 7,975 | +75.2% | 0.02% | +53.8% |
| Q1 2023 | $251,387 | +21.6% | 4,553 | +13.9% | 0.01% | +8.3% |
| Q4 2022 | $206,673 | -21.4% | 3,996 | -21.4% | 0.01% | -29.4% |
| Q2 2022 | $263,000 | -13.5% | 5,087 | +0.0% | 0.02% | -19.0% |
| Q1 2022 | $304,000 | -75.8% | 5,086 | -74.2% | 0.02% | -73.1% |
| Q4 2021 | $1,255,000 | -5.9% | 19,749 | -6.3% | 0.08% | -15.2% |
| Q3 2021 | $1,334,000 | +9.8% | 21,081 | +14.0% | 0.09% | +4.5% |
| Q2 2021 | $1,215,000 | +6.5% | 18,497 | +1.6% | 0.09% | -7.4% |
| Q1 2021 | $1,141,000 | +27.8% | 18,198 | +22.6% | 0.10% | +11.8% |
| Q4 2020 | $893,000 | -13.7% | 14,842 | -25.2% | 0.08% | -26.7% |
| Q3 2020 | $1,035,000 | +158.1% | 19,830 | +181.2% | 0.12% | -2.5% |
| Q4 2017 | $401,000 | +5.2% | 7,052 | +1.3% | 0.12% | -16.8% |
| Q3 2017 | $381,000 | +7.0% | 6,962 | +1.6% | 0.14% | -4.0% |
| Q2 2017 | $356,000 | -8.2% | 6,850 | -19.0% | 0.15% | -25.1% |
| Q4 2016 | $388,000 | – | 8,454 | – | 0.20% | – |
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% |