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 | $5,862,581 | -2.9% | 109,540 | +0.2% | 4.16% | -4.3% |
| Q1 2023 | $6,037,766 | +7.3% | 109,360 | +0.5% | 4.34% | +20.7% |
| Q4 2022 | $5,625,791 | +12.9% | 108,774 | -0.1% | 3.60% | +5.0% |
| Q3 2022 | $4,984,000 | -28.9% | 108,888 | -19.8% | 3.43% | -24.7% |
| Q2 2022 | $7,006,000 | -13.6% | 135,745 | 0.0% | 4.55% | -3.0% |
| Q1 2022 | $8,109,000 | -6.1% | 135,745 | -0.1% | 4.70% | -25.8% |
| Q4 2021 | $8,637,000 | +0.5% | 135,868 | +0.0% | 6.33% | -4.6% |
| Q3 2021 | $8,594,000 | -3.3% | 135,856 | +0.4% | 6.64% | -2.4% |
| Q2 2021 | $8,888,000 | +4.3% | 135,327 | -0.5% | 6.80% | -0.1% |
| Q1 2021 | $8,523,000 | +3.1% | 135,939 | -1.0% | 6.81% | +1.9% |
| Q4 2020 | $8,264,000 | +15.3% | 137,373 | 0.0% | 6.68% | +4.9% |
| Q3 2020 | $7,167,000 | +6.9% | 137,373 | +0.8% | 6.38% | +3.3% |
| Q2 2020 | $6,703,000 | +17.2% | 136,327 | 0.0% | 6.17% | +7.2% |
| Q1 2020 | $5,720,000 | -16.2% | 136,327 | +11.3% | 5.75% | -7.3% |
| Q4 2019 | $6,822,000 | +12.7% | 122,507 | +4.6% | 6.21% | -1.1% |
| Q3 2019 | $6,052,000 | -2.1% | 117,149 | 0.0% | 6.28% | -5.1% |
| Q2 2019 | $6,180,000 | +1.6% | 117,149 | 0.0% | 6.62% | +8.1% |
| Q1 2019 | $6,080,000 | +9.9% | 117,149 | 0.0% | 6.13% | +1.5% |
| Q4 2018 | $5,532,000 | -11.1% | 117,149 | +1.6% | 6.04% | -3.9% |
| Q3 2018 | $6,226,000 | +3.9% | 115,304 | +4.1% | 6.28% | -14.5% |
| Q2 2018 | $5,990,000 | – | 110,725 | – | 7.35% | – |
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% |