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 | $259,788 | -4.4% | 4,854 | +0.1% | 0.09% | -2.3% |
| Q2 2023 | $271,837 | +1.9% | 4,847 | +0.3% | 0.09% | -24.1% |
| Q1 2023 | $266,859 | -30.8% | 4,834 | -35.2% | 0.12% | -31.0% |
| Q4 2022 | $385,690 | -76.6% | 7,457 | -79.3% | 0.17% | -79.0% |
| Q3 2022 | $1,650,000 | +584.6% | 36,050 | +671.8% | 0.80% | +621.6% |
| Q2 2022 | $241,000 | -64.0% | 4,671 | -58.3% | 0.11% | -59.0% |
| Q1 2022 | $669,000 | -0.6% | 11,193 | -7.4% | 0.27% | -27.0% |
| Q4 2019 | $673,000 | +8.2% | 12,092 | +0.4% | 0.37% | +0.3% |
| Q3 2019 | $622,000 | -1.9% | 12,045 | +0.2% | 0.37% | -3.1% |
| Q2 2019 | $634,000 | -5.7% | 12,021 | -7.2% | 0.38% | -7.5% |
| Q1 2019 | $672,000 | -84.1% | 12,956 | -85.5% | 0.41% | -85.5% |
| Q4 2018 | $4,229,000 | – | 89,549 | – | 2.84% | – |
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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% |