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 | $305,002 | -7.7% | 5,745 | 0.0% | 0.18% | -5.2% |
Q2 2023 | $330,280 | +2.2% | 5,745 | 0.0% | 0.19% | -4.4% |
Q1 2023 | $323,099 | +23.4% | 5,745 | +18.6% | 0.20% | +16.7% |
Q4 2022 | $261,727 | +15.8% | 4,845 | 0.0% | 0.17% | +3.6% |
Q3 2022 | $226,000 | -6.2% | 4,845 | 0.0% | 0.17% | -5.6% |
Q2 2022 | $241,000 | -12.0% | 4,845 | 0.0% | 0.18% | -6.8% |
Q1 2022 | $274,000 | -10.2% | 4,845 | 0.0% | 0.19% | -12.4% |
Q4 2021 | $305,000 | -0.3% | 4,845 | 0.0% | 0.22% | -7.2% |
Q3 2021 | $306,000 | -3.5% | 4,845 | 0.0% | 0.24% | -4.1% |
Q2 2021 | $317,000 | +1.9% | 4,845 | 0.0% | 0.24% | -10.3% |
Q1 2021 | $311,000 | +6.9% | 4,845 | 0.0% | 0.27% | -9.9% |
Q4 2020 | $291,000 | – | 4,845 | – | 0.30% | – |
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% |