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 2022 | $11,966,000 | -5.4% | 261,436 | +6.6% | 7.76% | -27.4% |
| Q2 2022 | $12,651,000 | -12.5% | 245,226 | +2.4% | 10.68% | +7.1% |
| Q1 2022 | $14,459,000 | +7.4% | 239,435 | +13.0% | 9.97% | +38.6% |
| Q4 2021 | $13,466,000 | +1.2% | 211,830 | +1.0% | 7.20% | -0.9% |
| Q3 2021 | $13,309,000 | -1.5% | 209,793 | +2.0% | 7.26% | +2.3% |
| Q2 2021 | $13,517,000 | +9.1% | 205,620 | +4.0% | 7.09% | -1.8% |
| Q1 2021 | $12,391,000 | +7.4% | 197,629 | +3.0% | 7.22% | -9.3% |
| Q4 2020 | $11,539,000 | +19.8% | 191,809 | +3.9% | 7.96% | -3.1% |
| Q3 2020 | $9,628,000 | +6.8% | 184,553 | +0.6% | 8.21% | +2.9% |
| Q2 2020 | $9,016,000 | -34.4% | 183,372 | -25.7% | 7.98% | -43.2% |
| Q4 2019 | $13,744,000 | +9.6% | 246,803 | +1.7% | 14.04% | +6.3% |
| Q3 2019 | $12,540,000 | -1.7% | 242,732 | +0.3% | 13.21% | -15.4% |
| Q2 2019 | $12,763,000 | +4.1% | 241,962 | +2.4% | 15.61% | +2.0% |
| Q1 2019 | $12,266,000 | +9.5% | 236,338 | -0.4% | 15.29% | +6.4% |
| Q4 2018 | $11,204,000 | -14.8% | 237,273 | -2.6% | 14.37% | +17.2% |
| Q3 2018 | $13,154,000 | +1.2% | 243,599 | +1.4% | 12.26% | +0.8% |
| Q2 2018 | $13,001,000 | – | 240,315 | – | 12.16% | – |
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% |