VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $738,683 | -4.6% | 13,802 | 0.0% | 0.18% | +7.6% |
| Q2 2023 | $774,016 | +1.6% | 13,802 | 0.0% | 0.17% | -28.0% |
| Q1 2023 | $762,008 | +6.7% | 13,802 | 0.0% | 0.24% | +2.1% |
| Q4 2022 | $713,839 | +13.1% | 13,802 | 0.0% | 0.23% | -2.1% |
| Q3 2022 | $631,000 | -11.4% | 13,802 | 0.0% | 0.24% | -9.5% |
| Q2 2022 | $712,000 | -12.4% | 13,802 | +1.3% | 0.26% | -3.3% |
| Q1 2022 | $813,000 | +10.2% | 13,622 | +17.3% | 0.27% | +12.8% |
| Q4 2021 | $738,000 | +0.4% | 11,611 | 0.0% | 0.24% | -13.9% |
| Q3 2021 | $735,000 | -3.5% | 11,611 | 0.0% | 0.28% | -5.1% |
| Q2 2021 | $762,000 | +4.7% | 11,611 | 0.0% | 0.30% | -20.2% |
| Q1 2021 | $728,000 | +0.1% | 11,611 | -3.9% | 0.37% | -13.5% |
| Q4 2020 | $727,000 | +15.0% | 12,084 | 0.0% | 0.43% | -7.7% |
| Q3 2020 | $632,000 | +6.4% | 12,084 | 0.0% | 0.46% | +6.9% |
| Q2 2020 | $594,000 | +17.2% | 12,084 | 0.0% | 0.44% | -9.6% |
| Q1 2020 | $507,000 | – | 12,084 | – | 0.48% | – |
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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% |