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 | $2,275,949 | -1.6% | 42,438 | +1.8% | 0.20% | +137.6% |
| Q2 2023 | $2,313,822 | +30.4% | 41,698 | +21.8% | 0.08% | +19.7% |
| Q2 2022 | $1,774,000 | -14.5% | 34,230 | 0.0% | 0.07% | +10.9% |
| Q1 2022 | $2,076,000 | +1.2% | 34,230 | +6.2% | 0.06% | +14.3% |
| Q4 2021 | $2,052,000 | +0.5% | 32,240 | 0.0% | 0.06% | -6.7% |
| Q3 2021 | $2,041,000 | +11.9% | 32,240 | +16.8% | 0.06% | +13.2% |
| Q2 2021 | $1,824,000 | +5.4% | 27,600 | 0.0% | 0.05% | -8.6% |
| Q1 2021 | $1,731,000 | -17.7% | 27,600 | -20.5% | 0.06% | -18.3% |
| Q4 2020 | $2,103,000 | +16.1% | 34,732 | 0.0% | 0.07% | +6.0% |
| Q3 2020 | $1,811,000 | +5.9% | 34,732 | 0.0% | 0.07% | -42.2% |
| Q2 2020 | $1,710,000 | – | 34,732 | – | 0.12% | – |
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% |