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 | $14,932,883 | -1.1% | 279,015 | +3.6% | 9.30% | +0.4% |
| Q2 2023 | $15,103,578 | +10.8% | 269,322 | +9.1% | 9.26% | +9.6% |
| Q1 2023 | $13,630,521 | +21.3% | 246,885 | +13.6% | 8.45% | +12.2% |
| Q4 2022 | $11,240,359 | -4.0% | 217,331 | -15.0% | 7.53% | -13.1% |
| Q3 2022 | $11,708,000 | -6.5% | 255,800 | +5.4% | 8.67% | -2.7% |
| Q2 2022 | $12,525,000 | -13.1% | 242,679 | +0.6% | 8.91% | +0.7% |
| Q1 2022 | $14,411,000 | +4.0% | 241,234 | +10.7% | 8.85% | +9.5% |
| Q4 2021 | $13,851,000 | – | 217,884 | – | 8.08% | – |
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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% |