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 | $218,094 | -4.6% | 4,075 | 0.0% | 0.10% | -4.6% |
| Q2 2023 | $228,526 | +1.6% | 4,075 | 0.0% | 0.11% | -2.7% |
| Q1 2023 | $224,981 | +6.7% | 4,075 | 0.0% | 0.11% | -1.8% |
| Q4 2022 | $210,759 | +3.8% | 4,075 | -7.9% | 0.11% | +3.7% |
| Q3 2022 | $203,000 | -11.0% | 4,425 | 0.0% | 0.11% | -5.2% |
| Q2 2022 | $228,000 | -26.2% | 4,425 | -14.5% | 0.12% | -5.0% |
| Q1 2022 | $309,000 | -6.1% | 5,175 | 0.0% | 0.12% | -1.6% |
| Q4 2021 | $329,000 | -9.6% | 5,175 | -10.0% | 0.12% | -7.5% |
| Q3 2021 | $364,000 | -23.5% | 5,750 | -20.7% | 0.13% | -33.2% |
| Q2 2021 | $476,000 | +4.6% | 7,250 | 0.0% | 0.20% | +0.5% |
| Q1 2021 | $455,000 | +6.6% | 7,250 | +2.1% | 0.20% | -10.4% |
| Q4 2020 | $427,000 | – | 7,100 | – | 0.22% | – |
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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% |