VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,684,597 | +1.3% | 592,014 | +6.2% | 0.00% | 0.0% |
| Q2 2023 | $31,269,777 | +6.0% | 557,592 | +4.3% | 0.00% | -25.0% |
| Q1 2023 | $29,511,665 | +107195.6% | 534,538 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $27,505 | -99.8% | 531,810 | +37.2% | 0.00% | +33.3% |
| Q3 2022 | $17,746,000 | -22.1% | 387,705 | -12.1% | 0.00% | 0.0% |
| Q2 2022 | $22,770,000 | -8.8% | 441,186 | +5.6% | 0.00% | 0.0% |
| Q1 2022 | $24,961,000 | +4.4% | 417,833 | +11.1% | 0.00% | 0.0% |
| Q4 2021 | $23,917,000 | +2.1% | 376,238 | +1.6% | 0.00% | 0.0% |
| Q3 2021 | $23,433,000 | -5.4% | 370,421 | -1.8% | 0.00% | 0.0% |
| Q2 2021 | $24,781,000 | +6.4% | 377,303 | +1.6% | 0.00% | 0.0% |
| Q1 2021 | $23,296,000 | +53.7% | 371,529 | +47.5% | 0.00% | +50.0% |
| Q4 2020 | $15,154,000 | +34.2% | 251,894 | +16.2% | 0.00% | 0.0% |
| Q3 2020 | $11,294,000 | -26.3% | 216,693 | -30.5% | 0.00% | -33.3% |
| Q2 2020 | $15,328,000 | -37.5% | 311,753 | -46.7% | 0.00% | -50.0% |
| Q1 2020 | $24,530,000 | -4.5% | 584,588 | +26.7% | 0.01% | +20.0% |
| Q4 2019 | $25,687,000 | +26.8% | 461,253 | +17.6% | 0.01% | +25.0% |
| Q3 2019 | $20,261,000 | -4.0% | 392,185 | -2.3% | 0.00% | 0.0% |
| Q2 2019 | $21,099,000 | -7.8% | 401,510 | -8.9% | 0.00% | -20.0% |
| Q1 2019 | $22,883,000 | +16.8% | 440,905 | +6.3% | 0.01% | 0.0% |
| Q4 2018 | $19,592,000 | +7.7% | 414,909 | +23.2% | 0.01% | +66.7% |
| Q3 2018 | $18,189,000 | +0.4% | 336,827 | +0.6% | 0.00% | -25.0% |
| Q2 2018 | $18,117,000 | -0.2% | 334,893 | +4.3% | 0.00% | 0.0% |
| Q1 2018 | $18,153,000 | +28.0% | 321,005 | +28.6% | 0.00% | +33.3% |
| Q4 2017 | $14,179,000 | +27.1% | 249,586 | +21.8% | 0.00% | +50.0% |
| Q3 2017 | $11,155,000 | +4.7% | 204,984 | +0.0% | 0.00% | 0.0% |
| Q2 2017 | $10,651,000 | +8.8% | 204,953 | +4.0% | 0.00% | 0.0% |
| Q1 2017 | $9,789,000 | +24.0% | 197,048 | +14.5% | 0.00% | 0.0% |
| Q4 2016 | $7,897,000 | +3110.2% | 172,126 | +3205.0% | 0.00% | – |
| Q3 2016 | $246,000 | +53.8% | 5,208 | +44.5% | 0.00% | – |
| Q2 2016 | $160,000 | -7.0% | 3,605 | -6.1% | 0.00% | – |
| Q1 2016 | $172,000 | -69.8% | 3,838 | -69.6% | 0.00% | – |
| Q4 2015 | $570,000 | -51.6% | 12,638 | -45.9% | 0.00% | – |
| Q1 2015 | $1,177,000 | +340.8% | 23,370 | +346.2% | 0.00% | – |
| Q3 2014 | $267,000 | +3.9% | 5,237 | +10.6% | 0.00% | – |
| Q2 2014 | $257,000 | +14.2% | 4,737 | +9.9% | 0.00% | – |
| Q1 2014 | $225,000 | -94.0% | 4,310 | -93.9% | 0.00% | -100.0% |
| Q4 2013 | $3,720,000 | +24.5% | 71,021 | +19.2% | 0.00% | 0.0% |
| Q3 2013 | $2,989,000 | +37.9% | 59,583 | +25.5% | 0.00% | 0.0% |
| Q2 2013 | $2,168,000 | – | 47,460 | – | 0.00% | – |
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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% |