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 | $21,677,090 | -10.3% | 405,028 | -6.0% | 19.84% | +10.3% |
| Q2 2023 | $24,164,975 | -0.4% | 430,902 | -1.9% | 17.99% | -8.9% |
| Q1 2023 | $24,253,696 | +11.1% | 439,299 | +4.1% | 19.74% | +6.5% |
| Q4 2022 | $21,829,607 | +17.9% | 422,073 | +4.3% | 18.53% | +25.0% |
| Q3 2022 | $18,519,000 | -10.1% | 404,609 | +1.3% | 14.82% | -3.9% |
| Q2 2022 | $20,606,000 | -12.4% | 399,256 | +1.4% | 15.43% | -42.0% |
| Q1 2022 | $23,515,000 | -17.6% | 393,628 | -12.3% | 26.58% | +26.9% |
| Q4 2021 | $28,535,000 | +3.6% | 448,875 | +3.1% | 20.94% | +14.1% |
| Q3 2021 | $27,550,000 | -3.1% | 435,500 | +0.6% | 18.34% | -1.0% |
| Q2 2021 | $28,423,000 | +2.6% | 432,756 | -2.0% | 18.53% | -21.0% |
| Q1 2021 | $27,696,000 | +11.7% | 441,727 | +7.2% | 23.46% | +3.4% |
| Q4 2020 | $24,785,000 | – | 411,977 | – | 22.68% | – |
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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% |