VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $910,480 | -6.0% | 17,012 | -1.5% | 0.31% | -1.9% |
| Q2 2023 | $968,724 | -33.5% | 17,274 | -34.5% | 0.31% | -37.0% |
| Q1 2023 | $1,455,723 | +1.2% | 26,367 | -5.2% | 0.50% | -3.7% |
| Q4 2022 | $1,438,282 | +12.0% | 27,809 | -0.8% | 0.51% | +6.0% |
| Q3 2022 | $1,284,000 | -11.3% | 28,043 | 0.0% | 0.48% | +0.2% |
| Q2 2022 | $1,447,000 | -13.6% | 28,043 | 0.0% | 0.48% | +8.3% |
| Q1 2022 | $1,675,000 | -10.2% | 28,043 | -4.5% | 0.45% | +20.5% |
| Q4 2021 | $1,866,000 | +0.5% | 29,357 | 0.0% | 0.37% | +7.2% |
| Q3 2021 | $1,857,000 | -7.2% | 29,357 | -3.6% | 0.35% | +7.5% |
| Q2 2021 | $2,000,000 | +3.8% | 30,454 | -0.9% | 0.32% | +12.2% |
| Q1 2021 | $1,927,000 | +9.0% | 30,736 | +4.6% | 0.29% | -47.0% |
| Q4 2020 | $1,768,000 | +25.3% | 29,381 | +8.6% | 0.54% | -2.5% |
| Q3 2020 | $1,411,000 | – | 27,053 | – | 0.56% | – |
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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% |