VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $702,011 | -4.2% | 13,117 | +0.3% | 0.59% | -2.6% |
Q2 2023 | $733,091 | +2.7% | 13,072 | +1.1% | 0.60% | -0.3% |
Q1 2023 | $713,731 | +64.3% | 12,928 | +53.9% | 0.61% | +51.0% |
Q4 2022 | $434,530 | +6.8% | 8,402 | -5.5% | 0.40% | -6.1% |
Q3 2022 | $407,000 | -27.3% | 8,894 | -18.0% | 0.43% | -19.5% |
Q2 2022 | $560,000 | +39.0% | 10,847 | +60.8% | 0.53% | +67.8% |
Q1 2022 | $403,000 | -5.8% | 6,746 | +0.2% | 0.32% | +0.3% |
Q4 2021 | $428,000 | +1.9% | 6,735 | +1.5% | 0.32% | -8.4% |
Q3 2021 | $420,000 | -3.2% | 6,637 | +0.6% | 0.34% | +3.0% |
Q2 2021 | $434,000 | +5.6% | 6,600 | +0.8% | 0.34% | -2.0% |
Q1 2021 | $411,000 | +4.6% | 6,550 | +0.3% | 0.34% | -3.1% |
Q4 2020 | $393,000 | +16.3% | 6,533 | +1.0% | 0.35% | -2.8% |
Q3 2020 | $338,000 | +7.0% | 6,470 | +0.7% | 0.36% | +1.1% |
Q2 2020 | $316,000 | -37.8% | 6,427 | -46.9% | 0.36% | -48.8% |
Q1 2020 | $508,000 | -24.6% | 12,097 | +0.0% | 0.70% | +1.0% |
Q4 2019 | $674,000 | – | 12,096 | – | 0.69% | – |
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% |