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 | $264,870 | +2.9% | 4,949 | +7.8% | 0.17% | +9.0% |
| Q2 2023 | $257,519 | -0.4% | 4,592 | 0.0% | 0.16% | -6.1% |
| Q1 2023 | $258,621 | +8.9% | 4,592 | 0.0% | 0.16% | -3.5% |
| Q4 2022 | $237,498 | +13.1% | 4,592 | 0.0% | 0.17% | +3.6% |
| Q3 2022 | $210,000 | -11.4% | 4,592 | 0.0% | 0.16% | -5.2% |
| Q2 2022 | $237,000 | -13.5% | 4,592 | 0.0% | 0.17% | -5.4% |
| Q1 2022 | $274,000 | -6.2% | 4,592 | 0.0% | 0.18% | -2.6% |
| Q4 2021 | $292,000 | +0.7% | 4,592 | 0.0% | 0.19% | -7.4% |
| Q3 2021 | $290,000 | -4.0% | 4,592 | 0.0% | 0.20% | -1.4% |
| Q2 2021 | $302,000 | – | 4,592 | – | 0.21% | – |
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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% |