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 | $865,648 | -50.7% | 16,174 | -48.3% | 0.03% | -76.4% |
| Q2 2023 | $1,755,879 | -4.0% | 31,310 | -5.5% | 0.13% | -8.0% |
| Q1 2023 | $1,829,339 | -31.1% | 33,134 | -35.4% | 0.14% | -37.0% |
| Q4 2022 | $2,654,073 | +49.0% | 51,316 | +31.8% | 0.22% | +29.6% |
| Q3 2022 | $1,781,000 | +6.4% | 38,922 | +20.0% | 0.17% | +9.7% |
| Q2 2022 | $1,674,000 | -7.6% | 32,440 | +7.0% | 0.15% | +9.2% |
| Q1 2022 | $1,811,000 | +175.6% | 30,312 | +193.3% | 0.14% | +193.8% |
| Q4 2021 | $657,000 | – | 10,336 | – | 0.05% | – |
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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% |