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 | $44,298 | -6.4% | 827,689 | -1.9% | 0.09% | -4.2% |
| Q2 2023 | $47,314 | +5.8% | 843,689 | +4.2% | 0.10% | +2.1% |
| Q1 2023 | $44,717 | +15.4% | 809,945 | +8.1% | 0.09% | +1.1% |
| Q4 2022 | $38,738 | -99.9% | 749,008 | -15.7% | 0.09% | -11.4% |
| Q3 2022 | $40,687,000 | -14.0% | 888,950 | -3.0% | 0.10% | -14.6% |
| Q2 2022 | $47,315,000 | -15.4% | 916,780 | -2.1% | 0.12% | -3.9% |
| Q1 2022 | $55,932,000 | +3.4% | 936,267 | +10.0% | 0.13% | +4.9% |
| Q4 2021 | $54,084,000 | +11.7% | 850,782 | +11.2% | 0.12% | 0.0% |
| Q3 2021 | $48,402,000 | -6.2% | 765,131 | -2.6% | 0.12% | -6.9% |
| Q2 2021 | $51,578,000 | +7.0% | 785,299 | +2.1% | 0.13% | -3.7% |
| Q1 2021 | $48,222,000 | +4.7% | 769,097 | +0.4% | 0.14% | -2.2% |
| Q4 2020 | $46,067,000 | +37.1% | 765,752 | +18.9% | 0.14% | +20.9% |
| Q3 2020 | $33,607,000 | +7.2% | 644,199 | +1.0% | 0.12% | -2.5% |
| Q2 2020 | $31,357,000 | -2.4% | 637,741 | -16.7% | 0.12% | -21.3% |
| Q1 2020 | $32,135,000 | -29.5% | 765,853 | -6.4% | 0.15% | -13.3% |
| Q4 2019 | $45,552,000 | +22.7% | 817,962 | +13.8% | 0.17% | +9.5% |
| Q3 2019 | $37,120,000 | +5.2% | 718,545 | +7.4% | 0.16% | +1.9% |
| Q2 2019 | $35,294,000 | +0.5% | 669,083 | -1.1% | 0.16% | -4.3% |
| Q1 2019 | $35,110,000 | +11.7% | 676,507 | +1.6% | 0.16% | -3.0% |
| Q4 2018 | $31,437,000 | +3.7% | 665,757 | +18.5% | 0.17% | +15.2% |
| Q3 2018 | $30,329,000 | +4.1% | 561,663 | +4.3% | 0.14% | -4.6% |
| Q2 2018 | $29,135,000 | -1.9% | 538,532 | +2.6% | 0.15% | -5.6% |
| Q1 2018 | $29,695,000 | +2.0% | 525,118 | +2.5% | 0.16% | +1.3% |
| Q4 2017 | $29,104,000 | – | 512,303 | – | 0.16% | – |
Download | ||||||
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% |