VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 1,109 filers reported holding VANGUARD STAR FDS in Q1 2024. The put-call ratio across all filers is 0.55 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $781,548 | 0.0% | 12,961 | 0.0% | 0.09% | -5.2% |
Q1 2024 | $781,548 | +133.6% | 12,961 | +124.5% | 0.10% | +88.2% |
Q4 2023 | $334,603 | +8.3% | 5,773 | 0.0% | 0.05% | -3.8% |
Q3 2023 | $308,971 | -8.3% | 5,773 | -3.9% | 0.05% | -8.6% |
Q2 2023 | $336,929 | -6.5% | 6,008 | -8.0% | 0.06% | -7.9% |
Q1 2023 | $360,356 | +6.7% | 6,527 | 0.0% | 0.06% | -3.1% |
Q4 2022 | $337,576 | +13.7% | 6,527 | +0.6% | 0.06% | +18.2% |
Q3 2022 | $297,000 | -47.2% | 6,490 | -40.5% | 0.06% | -46.6% |
Q2 2022 | $563,000 | +45.1% | 10,912 | +67.9% | 0.10% | -38.3% |
Q1 2022 | $388,000 | +37.6% | 6,498 | +46.4% | 0.17% | +38.0% |
Q4 2021 | $282,000 | – | 4,438 | – | 0.12% | – |
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% |