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 | $5,001,069 | -5.2% | 93,443 | -0.6% | 2.14% | +0.2% |
| Q2 2023 | $5,274,492 | +1.6% | 94,053 | 0.0% | 2.13% | -1.1% |
| Q1 2023 | $5,192,666 | +5.1% | 94,053 | -1.6% | 2.16% | +3.4% |
| Q4 2022 | $4,941,794 | -1.7% | 95,549 | -13.0% | 2.08% | -4.0% |
| Q3 2022 | $5,027,000 | -13.0% | 109,839 | -1.9% | 2.17% | -8.5% |
| Q2 2022 | $5,777,000 | -21.1% | 111,939 | -8.7% | 2.37% | -8.4% |
| Q1 2022 | $7,326,000 | -9.3% | 122,637 | -3.4% | 2.59% | -5.8% |
| Q4 2021 | $8,074,000 | -9.9% | 127,008 | -10.3% | 2.75% | -14.8% |
| Q3 2021 | $8,957,000 | -4.2% | 141,596 | -0.5% | 3.23% | -7.3% |
| Q2 2021 | $9,346,000 | +4.7% | 142,295 | -0.0% | 3.48% | -5.1% |
| Q1 2021 | $8,925,000 | +2.7% | 142,345 | -1.4% | 3.67% | -5.5% |
| Q4 2020 | $8,687,000 | – | 144,393 | – | 3.88% | – |
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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% |