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 | $6,444,733 | +4.0% | 120,417 | +9.0% | 0.81% | +7.0% |
| Q2 2023 | $6,194,633 | -11.6% | 110,461 | -13.0% | 0.76% | -17.5% |
| Q1 2023 | $7,009,757 | +10.0% | 126,965 | +3.1% | 0.92% | +3.6% |
| Q4 2022 | $6,370,955 | +16.8% | 123,182 | +3.4% | 0.89% | +4.2% |
| Q3 2022 | $5,454,000 | +3.2% | 119,172 | +16.4% | 0.85% | +6.6% |
| Q2 2022 | $5,285,000 | -12.7% | 102,401 | +1.1% | 0.80% | -6.1% |
| Q1 2022 | $6,052,000 | +38.1% | 101,304 | +47.0% | 0.85% | +48.2% |
| Q4 2021 | $4,381,000 | – | 68,914 | – | 0.58% | – |
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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% |