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 | $1,343,031 | -5.9% | 25,094 | -1.4% | 1.24% | +0.1% |
| Q2 2023 | $1,426,731 | -5.3% | 25,441 | -6.8% | 1.24% | -1.5% |
| Q1 2023 | $1,506,847 | +3.6% | 27,293 | -2.9% | 1.26% | +5.3% |
| Q4 2022 | $1,454,418 | +15.9% | 28,121 | +2.5% | 1.19% | +34.3% |
| Q3 2022 | $1,255,000 | -13.6% | 27,432 | -2.6% | 0.89% | -42.3% |
| Q2 2022 | $1,453,000 | -13.5% | 28,161 | +0.2% | 1.54% | +68.2% |
| Q1 2022 | $1,679,000 | -6.6% | 28,107 | -0.6% | 0.92% | -3.5% |
| Q4 2021 | $1,797,000 | +5.0% | 28,273 | +4.5% | 0.95% | -0.8% |
| Q3 2021 | $1,711,000 | -5.3% | 27,061 | -1.7% | 0.96% | -3.8% |
| Q2 2021 | $1,807,000 | +4.1% | 27,524 | -0.6% | 0.99% | -2.1% |
| Q1 2021 | $1,736,000 | +8.7% | 27,694 | +4.3% | 1.02% | +1.9% |
| Q4 2020 | $1,597,000 | +14.2% | 26,553 | -1.0% | 1.00% | -0.1% |
| Q3 2020 | $1,399,000 | +7.9% | 26,823 | +1.7% | 1.00% | -5.9% |
| Q2 2020 | $1,297,000 | +61.1% | 26,381 | +37.5% | 1.06% | +25.2% |
| Q1 2020 | $805,000 | -13.4% | 19,191 | +14.9% | 0.85% | +8.9% |
| Q4 2019 | $930,000 | – | 16,706 | – | 0.78% | – |
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% |