VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 716 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $7,486,947 | +9.5% | 124,162 | +5.2% | 4.44% | +16.2% |
| Q4 2023 | $6,839,098 | +9.1% | 117,997 | +0.7% | 3.82% | -0.6% |
| Q3 2023 | $6,270,490 | -1.6% | 117,162 | +3.1% | 3.85% | -2.7% |
| Q2 2023 | $6,369,825 | +1.0% | 113,585 | -0.6% | 3.95% | -6.1% |
| Q1 2023 | $6,306,783 | +7.2% | 114,233 | +0.4% | 4.21% | -1.5% |
| Q4 2022 | $5,885,406 | +12.4% | 113,794 | -0.5% | 4.27% | +18.7% |
| Q3 2022 | $5,236,000 | +6.2% | 114,397 | +19.8% | 3.60% | +6.7% |
| Q2 2022 | $4,930,000 | -61.1% | 95,520 | -54.9% | 3.37% | -28.8% |
| Q1 2022 | $12,664,000 | +107.4% | 211,988 | +120.7% | 4.74% | -2.5% |
| Q4 2021 | $6,105,000 | +4.6% | 96,031 | +4.0% | 4.86% | -4.9% |
| Q3 2021 | $5,838,000 | -0.6% | 92,294 | +3.2% | 5.11% | -9.3% |
| Q2 2021 | $5,874,000 | +7.8% | 89,434 | +2.9% | 5.63% | -4.1% |
| Q1 2021 | $5,447,000 | – | 86,881 | – | 5.87% | – |
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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% |