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 | $265,524 | -6.4% | 4,961 | -1.5% | 0.06% | -3.2% |
| Q2 2023 | $283,530 | +1.6% | 5,035 | -0.4% | 0.06% | -4.6% |
| Q1 2023 | $279,087 | +8.2% | 5,055 | +11.0% | 0.06% | +6.6% |
| Q4 2022 | $258,017 | +25.9% | 4,555 | +1.5% | 0.06% | +8.9% |
| Q3 2022 | $205,000 | -25.2% | 4,486 | -15.6% | 0.06% | -20.0% |
| Q2 2022 | $274,000 | -10.7% | 5,317 | +1.3% | 0.07% | +4.5% |
| Q1 2022 | $307,000 | -5.8% | 5,248 | -0.1% | 0.07% | -8.2% |
| Q4 2021 | $326,000 | -42.2% | 5,253 | -39.3% | 0.07% | -41.1% |
| Q3 2021 | $564,000 | +2.0% | 8,647 | +2.5% | 0.12% | -1.6% |
| Q2 2021 | $553,000 | +75.0% | 8,432 | +74.1% | 0.13% | +61.5% |
| Q1 2021 | $316,000 | +3.3% | 4,843 | -1.3% | 0.08% | -11.4% |
| Q4 2020 | $306,000 | +51.5% | 4,906 | +0.2% | 0.09% | -16.2% |
| Q1 2020 | $202,000 | -49.1% | 4,897 | -30.7% | 0.10% | -33.5% |
| Q4 2019 | $397,000 | +18.9% | 7,064 | +10.2% | 0.16% | +6.8% |
| Q3 2019 | $334,000 | +23.7% | 6,410 | +21.7% | 0.15% | +21.3% |
| Q2 2019 | $270,000 | – | 5,269 | – | 0.12% | – |
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% |