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 | $501 | -2.9% | 9,354 | 0.0% | 0.21% | -10.7% |
| Q1 2023 | $516 | +20.6% | 9,354 | +13.1% | 0.23% | +30.2% |
| Q4 2022 | $428 | -99.9% | 8,274 | -36.9% | 0.18% | -36.5% |
| Q3 2022 | $600,000 | -5.5% | 13,114 | +6.5% | 0.28% | 0.0% |
| Q2 2022 | $635,000 | -7.3% | 12,310 | +7.4% | 0.28% | -0.7% |
| Q1 2022 | $685,000 | +31.5% | 11,465 | +40.0% | 0.28% | +51.9% |
| Q4 2021 | $521,000 | +52.8% | 8,192 | +52.0% | 0.19% | +29.0% |
| Q3 2021 | $341,000 | +11.4% | 5,390 | +15.7% | 0.14% | -11.0% |
| Q2 2021 | $306,000 | +31.9% | 4,657 | +26.1% | 0.16% | +48.2% |
| Q1 2021 | $232,000 | +4.5% | 3,693 | 0.0% | 0.11% | -4.3% |
| Q4 2020 | $222,000 | +5.2% | 3,693 | -2.7% | 0.12% | -18.4% |
| Q4 2019 | $211,000 | – | 3,797 | – | 0.14% | – |
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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% |