VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $58,274 | -10.4% | 1,089 | -6.1% | 0.01% | -6.7% |
Q2 2023 | $65,052 | -27.9% | 1,160 | -29.0% | 0.02% | -31.8% |
Q1 2023 | $90,216 | +6.9% | 1,634 | +0.1% | 0.02% | -4.3% |
Q4 2022 | $84,388 | -24.7% | 1,632 | -33.6% | 0.02% | -32.4% |
Q3 2022 | $112,000 | -6.7% | 2,458 | +5.3% | 0.03% | -2.9% |
Q2 2022 | $120,000 | +10.1% | 2,334 | +27.1% | 0.04% | +29.6% |
Q1 2022 | $109,000 | -6.0% | 1,837 | +0.1% | 0.03% | -3.6% |
Q4 2021 | $116,000 | +0.9% | 1,835 | +0.7% | 0.03% | -3.4% |
Q3 2021 | $115,000 | -3.4% | 1,822 | +0.3% | 0.03% | -6.5% |
Q2 2021 | $119,000 | +54.5% | 1,817 | +48.0% | 0.03% | +40.9% |
Q1 2021 | $77,000 | -28.0% | 1,228 | -27.3% | 0.02% | -24.1% |
Q4 2020 | $107,000 | – | 1,690 | – | 0.03% | – |
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% |