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 | $1,853,156 | +2.4% | 34,625 | +7.3% | 0.08% | +5.6% |
Q2 2023 | $1,810,502 | +25.2% | 32,284 | +23.2% | 0.07% | +20.0% |
Q1 2023 | $1,446,616 | +9.4% | 26,202 | +2.5% | 0.06% | -20.0% |
Q4 2022 | $1,322,000 | +25.5% | 25,562 | +11.1% | 0.08% | +31.6% |
Q3 2022 | $1,053,000 | -14.9% | 23,017 | -3.9% | 0.06% | -9.5% |
Q2 2022 | $1,237,000 | -9.6% | 23,962 | +4.6% | 0.06% | -3.1% |
Q1 2022 | $1,369,000 | +0.7% | 22,909 | +7.2% | 0.06% | -13.3% |
Q4 2021 | $1,359,000 | – | 21,373 | – | 0.08% | – |
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% |