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 | $14,025,450 | +71.6% | 262,060 | +79.8% | 9.41% | +100.8% |
| Q2 2023 | $8,174,188 | +88.2% | 145,759 | +85.3% | 4.69% | +94.1% |
| Q1 2023 | $4,342,364 | +7.2% | 78,652 | +0.5% | 2.42% | -5.0% |
| Q4 2022 | $4,048,894 | +14.9% | 78,285 | +1.7% | 2.54% | +35.8% |
| Q3 2022 | $3,523,000 | -0.4% | 76,965 | +12.3% | 1.87% | +0.6% |
| Q2 2022 | $3,537,000 | -2.3% | 68,528 | +5.1% | 1.86% | +2.0% |
| Q1 2022 | $3,619,000 | -9.6% | 65,204 | +3.5% | 1.82% | +0.3% |
| Q4 2021 | $4,004,000 | +6.5% | 62,989 | +6.0% | 1.82% | +2.7% |
| Q3 2021 | $3,760,000 | +204.0% | 59,436 | +215.7% | 1.77% | +210.9% |
| Q2 2021 | $1,237,000 | -2.0% | 18,829 | -6.4% | 0.57% | -8.1% |
| Q1 2021 | $1,262,000 | -66.0% | 20,123 | -71.7% | 0.62% | -72.2% |
| Q4 2020 | $3,713,000 | 0.0% | 71,162 | 0.0% | 2.23% | 0.0% |
| Q3 2020 | $3,713,000 | +3.4% | 71,162 | -2.6% | 2.23% | -4.7% |
| Q2 2020 | $3,592,000 | +3.6% | 73,051 | -11.6% | 2.34% | -16.5% |
| Q1 2020 | $3,468,000 | – | 82,652 | – | 2.80% | – |
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% |