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 | $14,795,603 | +368.0% | 276,450 | +382.7% | 0.08% | +372.2% |
| Q2 2023 | $3,161,765 | 0.0% | 57,268 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $3,161,765 | +8.1% | 57,268 | +1.3% | 0.02% | +5.9% |
| Q4 2022 | $2,925,023 | +65.8% | 56,555 | +46.6% | 0.02% | +54.5% |
| Q3 2022 | $1,764,000 | -15.7% | 38,568 | -4.9% | 0.01% | -8.3% |
| Q2 2022 | $2,092,000 | -35.4% | 40,558 | -25.2% | 0.01% | -25.0% |
| Q1 2022 | $3,239,000 | +25.9% | 54,244 | +34.0% | 0.02% | +33.3% |
| Q4 2021 | $2,573,000 | +20.2% | 40,487 | +19.6% | 0.01% | +9.1% |
| Q3 2021 | $2,140,000 | +19.8% | 33,852 | +24.4% | 0.01% | +22.2% |
| Q2 2021 | $1,787,000 | +17.7% | 27,214 | +12.3% | 0.01% | +12.5% |
| Q1 2021 | $1,518,000 | +15.8% | 24,224 | +11.1% | 0.01% | +14.3% |
| Q4 2020 | $1,311,000 | +6.5% | 21,801 | -7.7% | 0.01% | 0.0% |
| Q3 2020 | $1,231,000 | +6.1% | 23,611 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $1,160,000 | -53.8% | 23,611 | -47.6% | 0.01% | -36.4% |
| Q1 2020 | $2,511,000 | 0.0% | 45,098 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $2,511,000 | +84.1% | 45,098 | +70.7% | 0.01% | +83.3% |
| Q3 2019 | $1,364,000 | +11.4% | 26,427 | +13.8% | 0.01% | +20.0% |
| Q2 2019 | $1,224,000 | +39.7% | 23,229 | +37.4% | 0.01% | +25.0% |
| Q1 2019 | $876,000 | -10.6% | 16,905 | -18.6% | 0.00% | -20.0% |
| Q4 2018 | $980,000 | -15.9% | 20,769 | -3.7% | 0.01% | 0.0% |
| Q3 2018 | $1,165,000 | +319.1% | 21,575 | +340.3% | 0.01% | +400.0% |
| Q1 2018 | $278,000 | 0.0% | 4,900 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $278,000 | +3.7% | 4,900 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $268,000 | +509.1% | 4,900 | +444.4% | 0.00% | – |
| Q2 2017 | $44,000 | 0.0% | 900 | 0.0% | 0.00% | – |
| Q1 2017 | $44,000 | +7.3% | 900 | 0.0% | 0.00% | – |
| Q4 2016 | $41,000 | -2.4% | 900 | 0.0% | 0.00% | – |
| Q3 2016 | $42,000 | -51.2% | 900 | -53.8% | 0.00% | -100.0% |
| Q2 2016 | $86,000 | -18.9% | 1,950 | -7.8% | 0.00% | 0.0% |
| Q2 2015 | $106,000 | +15.2% | 2,116 | +15.3% | 0.00% | 0.0% |
| Q1 2015 | $92,000 | -32.4% | 1,836 | -35.3% | 0.00% | 0.0% |
| Q4 2014 | $136,000 | +46.2% | 2,836 | +54.5% | 0.00% | 0.0% |
| Q3 2014 | $93,000 | – | 1,836 | – | 0.00% | – |
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% |