VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $486,618 | -5.2% | 9,092 | -2.2% | 0.18% | -12.1% |
| Q1 2023 | $513,521 | +11.2% | 9,301 | +4.2% | 0.21% | +7.3% |
| Q4 2022 | $461,610 | +14.5% | 8,925 | +1.2% | 0.19% | +1.6% |
| Q3 2022 | $403,000 | -11.0% | 8,818 | +0.6% | 0.19% | -10.0% |
| Q2 2022 | $453,000 | +16.2% | 8,768 | +34.4% | 0.21% | +27.9% |
| Q1 2022 | $390,000 | -5.8% | 6,526 | +0.2% | 0.16% | 0.0% |
| Q4 2021 | $414,000 | +2.0% | 6,515 | +1.5% | 0.16% | -11.3% |
| Q3 2021 | $406,000 | -3.1% | 6,419 | +0.5% | 0.19% | -2.1% |
| Q2 2021 | $419,000 | +69.6% | 6,384 | +55.3% | 0.19% | +42.9% |
| Q4 2020 | $247,000 | – | 4,110 | – | 0.13% | – |
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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% |