VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 970 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $314,845 | -0.3% | 5,221 | -4.2% | 0.24% | -19.9% |
| Q4 2023 | $315,827 | -9.6% | 5,449 | -16.6% | 0.31% | -19.5% |
| Q3 2023 | $349,494 | -6.2% | 6,530 | -1.1% | 0.38% | -1.8% |
| Q2 2023 | $372,480 | +5.5% | 6,602 | +4.3% | 0.39% | -4.0% |
| Q1 2023 | $352,903 | +7.5% | 6,328 | -0.3% | 0.40% | +2.3% |
| Q4 2022 | $328,244 | -5.4% | 6,347 | -16.3% | 0.39% | -12.6% |
| Q3 2022 | $346,973 | -17.4% | 7,581 | -6.9% | 0.45% | -14.9% |
| Q2 2022 | $420,170 | -30.8% | 8,141 | -19.9% | 0.53% | -9.4% |
| Q1 2022 | $606,846 | -12.2% | 10,158 | -6.5% | 0.58% | -9.6% |
| Q4 2021 | $690,958 | – | 10,869 | – | 0.65% | – |
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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% |