VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,604,115 | -4.0% | 48,657 | +0.6% | 0.32% | +11.3% |
Q2 2023 | $2,712,241 | +3.2% | 48,364 | +1.6% | 0.29% | -4.6% |
Q1 2023 | $2,629,049 | +6.8% | 47,619 | +0.1% | 0.30% | +19.1% |
Q4 2022 | $2,460,831 | +13.0% | 47,580 | +0.0% | 0.26% | +1.6% |
Q3 2022 | $2,177,000 | -11.3% | 47,558 | +0.0% | 0.25% | -2.3% |
Q2 2022 | $2,454,000 | -13.1% | 47,547 | +0.6% | 0.26% | -6.5% |
Q1 2022 | $2,823,000 | +14.9% | 47,250 | +22.3% | 0.28% | +20.0% |
Q4 2021 | $2,457,000 | +34.0% | 38,650 | +33.4% | 0.23% | +17.9% |
Q3 2021 | $1,833,000 | -3.7% | 28,970 | 0.0% | 0.20% | -2.5% |
Q2 2021 | $1,903,000 | +4.8% | 28,970 | 0.0% | 0.20% | -6.1% |
Q1 2021 | $1,816,000 | +4.2% | 28,970 | 0.0% | 0.21% | -6.6% |
Q4 2020 | $1,743,000 | – | 28,970 | – | 0.23% | – |
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% |