VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 824 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $640,630 | +8.5% | 11,052 | +0.2% | 0.19% | +1.6% |
Q3 2023 | $590,306 | -4.5% | 11,030 | +0.1% | 0.19% | -3.1% |
Q2 2023 | $618,066 | +78.3% | 11,022 | +75.5% | 0.19% | -17.9% |
Q1 2023 | $346,658 | +10.1% | 6,279 | -8.9% | 0.23% | -2.5% |
Q3 2022 | $315,000 | -11.3% | 6,891 | +0.1% | 0.24% | -8.0% |
Q2 2022 | $355,000 | -56.2% | 6,886 | -49.2% | 0.26% | +4.4% |
Q1 2022 | $810,000 | +87.9% | 13,556 | +100.0% | 0.25% | -8.8% |
Q4 2021 | $431,000 | -51.0% | 6,777 | -51.3% | 0.27% | -8.1% |
Q3 2021 | $880,000 | +89.7% | 13,924 | +97.2% | 0.30% | -8.0% |
Q2 2021 | $464,000 | +5.0% | 7,060 | +0.1% | 0.32% | -0.9% |
Q1 2021 | $442,000 | +4.2% | 7,054 | +0.0% | 0.33% | +3.2% |
Q4 2020 | $424,000 | +15.5% | 7,052 | +0.1% | 0.32% | +8.2% |
Q3 2020 | $367,000 | +15.8% | 7,045 | -45.3% | 0.29% | +12.3% |
Q2 2020 | $317,000 | -3.4% | 12,876 | +64.7% | 0.26% | -18.2% |
Q1 2020 | $328,000 | -40.9% | 7,819 | -21.7% | 0.32% | -27.0% |
Q4 2019 | $555,000 | – | 9,989 | – | 0.44% | – |
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% |