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 | $54,391,306 | +2.6% | 1,016,280 | +7.5% | 13.12% | +6.4% |
| Q2 2023 | $53,002,386 | -3.6% | 945,121 | -5.1% | 12.32% | -0.9% |
| Q1 2023 | $54,976,240 | +107340.5% | 995,766 | +0.6% | 12.43% | +11.6% |
| Q4 2022 | $51,169 | -99.9% | 989,359 | -9.8% | 11.14% | -2.2% |
| Q3 2022 | $50,215,000 | -16.4% | 1,097,119 | -5.7% | 11.39% | -4.0% |
| Q2 2022 | $60,034,000 | -14.8% | 1,163,228 | -1.4% | 11.87% | +24.0% |
| Q1 2022 | $70,457,000 | -5.2% | 1,179,402 | +0.9% | 9.57% | -4.6% |
| Q4 2021 | $74,312,000 | +1.0% | 1,168,989 | +0.5% | 10.03% | -3.4% |
| Q3 2021 | $73,584,000 | +2.2% | 1,163,199 | +6.1% | 10.38% | -6.2% |
| Q2 2021 | $72,021,000 | +9.4% | 1,096,538 | +4.4% | 11.07% | +2.7% |
| Q1 2021 | $65,853,000 | +9.2% | 1,050,297 | +4.7% | 10.78% | +4.1% |
| Q4 2020 | $60,326,000 | +22.5% | 1,002,757 | +6.2% | 10.36% | -46.9% |
| Q3 2020 | $49,248,000 | +1.2% | 944,018 | -4.6% | 19.52% | +1.2% |
| Q2 2020 | $48,648,000 | – | 989,399 | – | 19.30% | – |
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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% |