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 | $5,711,010 | +6.6% | 106,708 | +5.9% | 3.62% | +3.2% |
| Q2 2023 | $5,355,785 | -5.6% | 100,755 | -2.0% | 3.51% | -1.8% |
| Q1 2023 | $5,674,207 | +10.3% | 102,775 | +3.3% | 3.57% | +0.7% |
| Q4 2022 | $5,145,041 | +19.5% | 99,497 | +5.7% | 3.55% | +9.9% |
| Q3 2022 | $4,307,000 | +12.8% | 94,112 | +27.2% | 3.23% | +17.0% |
| Q2 2022 | $3,819,000 | -10.4% | 73,990 | +3.7% | 2.76% | -4.2% |
| Q1 2022 | $4,261,000 | -3.7% | 71,325 | +2.4% | 2.88% | +1.1% |
| Q4 2021 | $4,426,000 | – | 69,628 | – | 2.85% | – |
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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% |