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 | $582,920 | -8.9% | 10,892 | -4.6% | 0.07% | -8.2% |
Q2 2023 | $640,183 | -0.5% | 11,416 | -2.1% | 0.07% | -5.2% |
Q1 2023 | $643,489 | +8.5% | 11,655 | +1.6% | 0.08% | -1.3% |
Q4 2022 | $593,241 | +11.7% | 11,470 | -1.1% | 0.08% | 0.0% |
Q3 2022 | $531,000 | -11.4% | 11,597 | 0.0% | 0.08% | -11.4% |
Q2 2022 | $599,000 | -13.8% | 11,597 | -0.4% | 0.09% | 0.0% |
Q1 2022 | $695,000 | +14.9% | 11,640 | +22.2% | 0.09% | +10.0% |
Q4 2021 | $605,000 | -1.0% | 9,523 | -1.3% | 0.08% | -27.3% |
Q3 2021 | $611,000 | -3.6% | 9,651 | -0.0% | 0.11% | -4.3% |
Q2 2021 | $634,000 | +4.8% | 9,655 | 0.0% | 0.12% | -12.9% |
Q1 2021 | $605,000 | +4.1% | 9,655 | 0.0% | 0.13% | +30.7% |
Q4 2020 | $581,000 | – | 9,655 | – | 0.10% | – |
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% |