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 | $273,566 | -7.3% | 5,289 | +0.6% | 0.07% | +17.2% |
| Q2 2023 | $295,008 | +3.8% | 5,260 | +2.2% | 0.06% | -3.3% |
| Q1 2023 | $284,265 | +10.8% | 5,149 | +3.8% | 0.06% | +3.4% |
| Q4 2022 | $256,603 | +144.4% | 4,961 | +115.7% | 0.06% | +114.8% |
| Q3 2022 | $105,000 | -22.2% | 2,300 | -12.0% | 0.03% | -20.6% |
| Q2 2022 | $135,000 | -11.8% | 2,615 | +1.8% | 0.03% | 0.0% |
| Q1 2022 | $153,000 | -10.5% | 2,569 | -4.6% | 0.03% | -8.1% |
| Q4 2021 | $171,000 | +4.3% | 2,694 | +3.7% | 0.04% | -2.6% |
| Q3 2021 | $164,000 | -67.4% | 2,598 | -66.1% | 0.04% | -65.8% |
| Q2 2021 | $503,000 | +13.0% | 7,664 | +8.0% | 0.11% | +2.8% |
| Q1 2021 | $445,000 | +2.1% | 7,097 | -2.0% | 0.11% | -7.7% |
| Q4 2020 | $436,000 | +16.3% | 7,242 | +0.7% | 0.12% | -7.1% |
| Q3 2020 | $375,000 | +5.9% | 7,193 | +0.0% | 0.13% | -9.4% |
| Q2 2020 | $354,000 | -42.0% | 7,191 | -50.5% | 0.14% | -57.9% |
| Q1 2020 | $610,000 | +66.7% | 14,533 | +118.4% | 0.33% | -13.4% |
| Q4 2019 | $366,000 | – | 6,654 | – | 0.38% | – |
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% |