VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 959 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $407,780 | -2.5% | 6,763 | -2.5% | 0.03% | -6.7% |
| Q1 2024 | $418,255 | -0.7% | 6,936 | -4.6% | 0.03% | -11.8% |
| Q4 2023 | $421,264 | +9.1% | 7,268 | +0.7% | 0.03% | -5.6% |
| Q3 2023 | $386,077 | -25.3% | 7,214 | -21.7% | 0.04% | -29.4% |
| Q2 2023 | $516,661 | +97.7% | 9,213 | +94.6% | 0.05% | +82.1% |
| Q1 2023 | $261,349 | +9.9% | 4,734 | +3.0% | 0.03% | 0.0% |
| Q4 2022 | $237,739 | +14.3% | 4,597 | +1.3% | 0.03% | +3.7% |
| Q3 2022 | $208,000 | -4.6% | 4,537 | +7.5% | 0.03% | -3.6% |
| Q2 2022 | $218,000 | -14.2% | 4,219 | -0.8% | 0.03% | +12.0% |
| Q1 2022 | $254,000 | -53.3% | 4,255 | -50.3% | 0.02% | -56.1% |
| Q4 2021 | $544,000 | +0.9% | 8,553 | +0.4% | 0.06% | -13.6% |
| Q3 2021 | $539,000 | -3.6% | 8,516 | 0.0% | 0.07% | -10.8% |
| Q2 2021 | $559,000 | -28.2% | 8,516 | -95.7% | 0.07% | -37.8% |
| Q1 2021 | $779,000 | -50.4% | 199,616 | +665.1% | 0.12% | -56.4% |
| Q4 2020 | $1,570,000 | +3.4% | 26,090 | -10.3% | 0.27% | -6.8% |
| Q3 2020 | $1,518,000 | +45.0% | 29,102 | +36.7% | 0.29% | +22.6% |
| Q2 2020 | $1,047,000 | +17.8% | 21,290 | +0.4% | 0.24% | -3.6% |
| Q1 2020 | $889,000 | – | 21,208 | – | 0.25% | – |
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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% |