VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,814,348 | +323.3% | 33,900 | +343.5% | 0.14% | +259.0% |
| Q2 2023 | $428,635 | -34.4% | 7,643 | -35.5% | 0.04% | -7.1% |
| Q1 2023 | $653,844 | -16.8% | 11,843 | -22.0% | 0.04% | -46.8% |
| Q4 2022 | $785,427 | +8.6% | 15,186 | -3.9% | 0.08% | +182.1% |
| Q3 2022 | $723,000 | -0.3% | 15,808 | +12.5% | 0.03% | -72.0% |
| Q2 2022 | $725,000 | -42.1% | 14,050 | -32.9% | 0.10% | -25.9% |
| Q1 2022 | $1,252,000 | +36.8% | 20,951 | +45.6% | 0.14% | +42.1% |
| Q4 2021 | $915,000 | +0.7% | 14,391 | +3.1% | 0.10% | -17.4% |
| Q3 2021 | $909,000 | +14.5% | 13,961 | +15.5% | 0.12% | +3.6% |
| Q2 2021 | $794,000 | +463.1% | 12,083 | +303.4% | 0.11% | +85.0% |
| Q4 2018 | $141,000 | -14.5% | 2,995 | +3.0% | 0.06% | -21.1% |
| Q1 2018 | $165,000 | +51.4% | 2,909 | +51.1% | 0.08% | +52.0% |
| Q4 2017 | $109,000 | – | 1,925 | – | 0.05% | – |
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% |