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 | $467,444 | -5.0% | 8,734 | -0.5% | 0.07% | -4.2% |
| Q2 2023 | $492,046 | -12.3% | 8,774 | -13.7% | 0.07% | -21.1% |
| Q1 2023 | $561,044 | -15.8% | 10,162 | -21.1% | 0.09% | -23.1% |
| Q4 2022 | $665,947 | +201.3% | 12,876 | +248.5% | 0.12% | +165.9% |
| Q1 2022 | $221,000 | -11.2% | 3,695 | -5.6% | 0.04% | -12.0% |
| Q4 2021 | $249,000 | +15.8% | 3,915 | +15.3% | 0.05% | +8.7% |
| Q3 2021 | $215,000 | +2.4% | 3,395 | +6.3% | 0.05% | -4.2% |
| Q2 2021 | $210,000 | +5.0% | 3,195 | 0.0% | 0.05% | -9.4% |
| Q1 2021 | $200,000 | -76.2% | 3,195 | -84.0% | 0.05% | -89.5% |
| Q1 2020 | $839,000 | -52.5% | 19,998 | -36.9% | 0.51% | -45.1% |
| Q4 2019 | $1,766,000 | – | 31,703 | – | 0.92% | – |
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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% |