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 | $9,406,097 | -2.1% | 175,749 | +2.6% | 4.27% | -1.1% |
Q2 2023 | $9,606,677 | +5.2% | 171,303 | +3.5% | 4.31% | -7.4% |
Q1 2023 | $9,135,374 | +8.8% | 165,466 | +2.0% | 4.66% | -3.7% |
Q4 2022 | $8,392,660 | +4.1% | 162,271 | -7.9% | 4.84% | -0.4% |
Q3 2022 | $8,061,000 | -9.9% | 176,123 | +1.6% | 4.86% | -5.1% |
Q2 2022 | $8,950,000 | -13.0% | 173,430 | +0.7% | 5.12% | +4.8% |
Q1 2022 | $10,286,000 | -1.4% | 172,179 | +4.9% | 4.88% | +0.8% |
Q4 2021 | $10,433,000 | +6.0% | 164,124 | +5.4% | 4.85% | -0.0% |
Q3 2021 | $9,846,000 | +3.1% | 155,644 | +7.1% | 4.85% | -2.2% |
Q2 2021 | $9,546,000 | +9.4% | 145,353 | +4.5% | 4.96% | -0.4% |
Q1 2021 | $8,725,000 | +17.6% | 139,160 | +12.8% | 4.97% | +10.6% |
Q4 2020 | $7,419,000 | +32.9% | 123,322 | +15.2% | 4.50% | +12.3% |
Q3 2020 | $5,583,000 | +50.0% | 107,016 | +41.4% | 4.00% | +36.4% |
Q2 2020 | $3,721,000 | +519.1% | 75,694 | +427.7% | 2.94% | +369.6% |
Q1 2020 | $601,000 | +31.8% | 14,343 | +74.9% | 0.62% | +63.2% |
Q4 2019 | $456,000 | – | 8,202 | – | 0.38% | – |
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% |