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 | $395,366 | -1.5% | 7,387 | +3.2% | 0.31% | +4.0% |
| Q2 2023 | $401,395 | +8.2% | 7,158 | +6.6% | 0.30% | +0.7% |
| Q1 2023 | $370,814 | -18.3% | 6,716 | -23.5% | 0.30% | -32.4% |
| Q4 2022 | $453,771 | +20.4% | 8,774 | +6.6% | 0.44% | +7.3% |
| Q3 2022 | $377,000 | -6.5% | 8,232 | +5.4% | 0.41% | +4.0% |
| Q2 2022 | $403,000 | -15.3% | 7,809 | -2.0% | 0.40% | +4.8% |
| Q1 2022 | $476,000 | 0.0% | 7,971 | +6.4% | 0.38% | +10.9% |
| Q4 2021 | $476,000 | +3.7% | 7,494 | +3.3% | 0.34% | -6.8% |
| Q3 2021 | $459,000 | -4.6% | 7,255 | -0.8% | 0.37% | -0.5% |
| Q2 2021 | $481,000 | +30.0% | 7,316 | +24.0% | 0.37% | +14.3% |
| Q1 2021 | $370,000 | -37.0% | 5,901 | -39.5% | 0.32% | -39.9% |
| Q4 2020 | $587,000 | +19.8% | 9,752 | +3.9% | 0.54% | +25.8% |
| Q3 2020 | $490,000 | – | 9,386 | – | 0.43% | – |
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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% |