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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,775 | +2.0% | 3,651 | +0.4% | 0.01% | -12.5% |
| Q1 2023 | $200,775 | -14.1% | 3,637 | -19.5% | 0.01% | -20.0% |
| Q4 2022 | $233,741 | -2.2% | 4,519 | -13.5% | 0.01% | -9.1% |
| Q3 2022 | $239,000 | -33.1% | 5,222 | -24.5% | 0.01% | -31.2% |
| Q2 2022 | $357,000 | +17.4% | 6,921 | +35.8% | 0.02% | +33.3% |
| Q1 2022 | $304,000 | +123.5% | 5,096 | +136.7% | 0.01% | +71.4% |
| Q4 2021 | $136,000 | +173.5% | 2,153 | -97.6% | 0.01% | +75.0% |
| Q4 2019 | $49,731 | – | 89,300 | – | 0.00% | – |
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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% |