VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $737,934 | -4.0% | 13,788 | +0.5% | 0.65% | -0.5% |
| Q2 2023 | $769,025 | +5.4% | 13,713 | +3.8% | 0.65% | +0.3% |
| Q1 2023 | $729,490 | +2.4% | 13,213 | -4.0% | 0.65% | -5.1% |
| Q4 2022 | $712,133 | +9.1% | 13,769 | -3.5% | 0.68% | -5.7% |
| Q3 2022 | $653,000 | -15.5% | 14,269 | -4.7% | 0.72% | -16.1% |
| Q2 2022 | $773,000 | -15.7% | 14,969 | -2.4% | 0.86% | -5.4% |
| Q1 2022 | $917,000 | -6.6% | 15,344 | -0.6% | 0.91% | -8.3% |
| Q4 2021 | $982,000 | – | 15,444 | – | 1.00% | – |
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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% |