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 | $2,860,186 | -4.7% | 53,441 | -0.1% | 0.72% | -2.7% |
Q2 2023 | $3,000,209 | +20.8% | 53,499 | +19.0% | 0.74% | +13.5% |
Q1 2023 | $2,482,657 | -12.2% | 44,968 | -17.7% | 0.65% | -17.6% |
Q4 2022 | $2,827,350 | -19.0% | 54,666 | -28.3% | 0.79% | -24.5% |
Q3 2022 | $3,489,000 | -12.6% | 76,234 | -1.4% | 1.04% | -9.9% |
Q2 2022 | $3,991,000 | -16.3% | 77,327 | -3.1% | 1.16% | -7.5% |
Q1 2022 | $4,767,000 | +66.9% | 79,803 | +77.5% | 1.25% | +63.5% |
Q4 2021 | $2,857,000 | +4.2% | 44,949 | +3.7% | 0.77% | -4.5% |
Q3 2021 | $2,742,000 | +12.7% | 43,339 | +17.0% | 0.80% | +8.1% |
Q2 2021 | $2,432,000 | -59.8% | 37,031 | -61.6% | 0.74% | -63.4% |
Q1 2021 | $6,050,000 | +3.0% | 96,493 | -1.2% | 2.03% | -2.5% |
Q4 2020 | $5,873,000 | – | 97,622 | – | 2.08% | – |
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% |