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 | $17,538,256 | -6.2% | 327,695 | -1.7% | 0.25% | -3.5% |
| Q2 2023 | $18,688,974 | -0.3% | 333,257 | -1.8% | 0.26% | -7.9% |
| Q1 2023 | $18,739,423 | -19.4% | 339,421 | -24.5% | 0.28% | -25.7% |
| Q4 2022 | $23,244,935 | +15.4% | 449,438 | +2.1% | 0.37% | +7.2% |
| Q3 2022 | $20,145,509 | -8.6% | 440,147 | +3.0% | 0.35% | -15.9% |
| Q2 2022 | $22,044,000 | -10.8% | 427,137 | +3.3% | 0.41% | +0.7% |
| Q1 2022 | $24,711,000 | – | 413,635 | – | 0.41% | – |
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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% |