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 | $260,431 | -5.2% | 4,899 | 0.0% | 0.04% | -5.4% |
| Q2 2023 | $274,736 | +11.5% | 4,899 | +9.7% | 0.04% | -2.6% |
| Q1 2023 | $246,457 | +1.8% | 4,464 | -4.6% | 0.04% | +2.7% |
| Q4 2022 | $242,050 | +227.1% | 4,680 | +226.1% | 0.04% | +236.4% |
| Q2 2022 | $74,000 | -14.0% | 1,435 | 0.0% | 0.01% | -8.3% |
| Q1 2022 | $86,000 | -11.3% | 1,435 | -6.2% | 0.01% | -14.3% |
| Q4 2021 | $97,000 | 0.0% | 1,530 | 0.0% | 0.01% | -6.7% |
| Q3 2021 | $97,000 | -2.0% | 1,530 | +1.4% | 0.02% | -6.2% |
| Q2 2021 | $99,000 | +4.2% | 1,509 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $95,000 | +4.4% | 1,509 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $91,000 | – | 1,509 | – | 0.02% | – |
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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% |