VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 943 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $539,881 | -21.2% | 10,120 | -16.7% | 0.06% | -20.0% |
| Q2 2023 | $684,831 | -4.7% | 12,149 | -6.6% | 0.08% | -1.3% |
| Q1 2023 | $718,411 | +7.2% | 13,012 | +0.5% | 0.08% | -3.8% |
| Q4 2022 | $669,927 | -33.8% | 12,953 | -39.4% | 0.08% | -35.8% |
| Q3 2022 | $1,012,000 | -15.1% | 21,374 | -4.0% | 0.12% | -14.0% |
| Q2 2022 | $1,192,000 | -8.9% | 22,276 | +1.8% | 0.14% | -5.9% |
| Q1 2022 | $1,308,000 | +23.6% | 21,891 | +28.5% | 0.15% | +12.6% |
| Q4 2021 | $1,058,000 | – | 17,042 | – | 0.14% | – |
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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% |