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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $352,296 | -4.9% | 6,381 | -10.9% | 0.23% | -20.7% |
| Q4 2022 | $370,419 | +12.6% | 7,162 | -0.4% | 0.30% | +6.1% |
| Q3 2022 | $329,000 | -3.2% | 7,194 | +9.2% | 0.28% | +3.0% |
| Q2 2022 | $340,000 | -1.4% | 6,586 | +14.1% | 0.27% | +21.6% |
| Q1 2022 | $345,000 | -6.8% | 5,770 | -0.9% | 0.22% | -4.3% |
| Q4 2021 | $370,000 | +5.1% | 5,825 | +4.5% | 0.23% | 0.0% |
| Q3 2021 | $352,000 | +2.6% | 5,572 | +6.7% | 0.23% | +0.9% |
| Q2 2021 | $343,000 | +22.9% | 5,220 | +17.4% | 0.23% | +9.5% |
| Q1 2021 | $279,000 | – | 4,445 | – | 0.21% | – |
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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% |