VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 26 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,965,532 | +6.1% | 174,926 | -0.4% | 0.56% | -16.4% |
| Q3 2023 | $9,396,645 | -5.1% | 175,573 | -0.6% | 0.66% | -5.8% |
| Q2 2023 | $9,901,733 | +8.0% | 176,564 | -0.4% | 0.70% | -15.6% |
| Q4 2022 | $9,165,796 | +11.5% | 177,220 | -1.3% | 0.84% | -12.7% |
| Q3 2022 | $8,218,000 | -14.4% | 179,540 | -3.5% | 0.96% | -16.6% |
| Q2 2022 | $9,604,000 | -26.5% | 186,081 | -14.9% | 1.15% | -37.7% |
| Q1 2022 | $13,059,000 | -6.5% | 218,589 | -0.5% | 1.84% | +3.2% |
| Q4 2021 | $13,971,000 | -49.0% | 219,767 | -49.3% | 1.78% | -20.8% |
| Q3 2021 | $27,376,000 | -7.4% | 433,095 | -3.8% | 2.25% | -21.0% |
| Q2 2021 | $29,567,000 | +97.5% | 450,176 | +88.6% | 2.85% | -39.6% |
| Q1 2021 | $14,970,000 | +2.6% | 238,753 | -1.6% | 4.72% | -7.8% |
| Q4 2020 | $14,591,000 | +14.7% | 242,542 | -0.5% | 5.12% | +0.2% |
| Q3 2020 | $12,723,000 | +6.5% | 243,875 | +0.3% | 5.11% | -8.2% |
| Q2 2020 | $11,952,000 | +20.4% | 243,074 | +2.7% | 5.57% | -3.9% |
| Q1 2020 | $9,930,000 | – | 236,642 | – | 5.80% | – |
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% |