VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 82 filers reported holding VANGUARD STAR FDS in Q4 2013. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $112,181,968 | +1.1% | 2,096,076 | +5.9% | 0.03% | +6.5% |
| Q2 2023 | $110,950,172 | +0.3% | 1,978,427 | -1.2% | 0.03% | -3.1% |
| Q1 2023 | $110,570,300 | +19.0% | 2,002,721 | +11.4% | 0.03% | +14.3% |
| Q4 2022 | $92,952,370 | +0.1% | 1,797,223 | -11.4% | 0.03% | -6.7% |
| Q3 2022 | $92,889,000 | -21.2% | 2,029,459 | -11.1% | 0.03% | -16.7% |
| Q2 2022 | $117,856,000 | -15.3% | 2,283,595 | -2.0% | 0.04% | 0.0% |
| Q1 2022 | $139,213,000 | +0.7% | 2,330,318 | +7.2% | 0.04% | +2.9% |
| Q4 2021 | $138,217,000 | +0.8% | 2,174,263 | +0.3% | 0.04% | +16.7% |
| Q3 2021 | $137,078,000 | -2.9% | 2,166,904 | +0.8% | 0.03% | -3.2% |
| Q2 2021 | $141,182,000 | +5.3% | 2,149,547 | +0.5% | 0.03% | +3.3% |
| Q1 2021 | $134,063,000 | +8.9% | 2,138,171 | +4.5% | 0.03% | 0.0% |
| Q4 2020 | $123,104,000 | +25.3% | 2,046,281 | +8.6% | 0.03% | +11.1% |
| Q3 2020 | $98,266,000 | +4.2% | 1,883,568 | -1.8% | 0.03% | 0.0% |
| Q2 2020 | $94,292,000 | -12.3% | 1,917,689 | -25.2% | 0.03% | -27.0% |
| Q1 2020 | $107,574,000 | -33.0% | 2,563,723 | -11.0% | 0.04% | -14.0% |
| Q4 2019 | $160,477,000 | +6.9% | 2,881,616 | -0.8% | 0.04% | 0.0% |
| Q3 2019 | $150,130,000 | -6.4% | 2,906,118 | -4.4% | 0.04% | -6.5% |
| Q2 2019 | $160,391,000 | -8.2% | 3,040,594 | -9.7% | 0.05% | -11.5% |
| Q1 2019 | $174,765,000 | +8.8% | 3,367,345 | -1.0% | 0.05% | -1.9% |
| Q4 2018 | $160,609,000 | -7.2% | 3,401,306 | +6.1% | 0.05% | +8.2% |
| Q3 2018 | $173,077,000 | -7.0% | 3,205,114 | -6.8% | 0.05% | -10.9% |
| Q2 2018 | $186,113,000 | -5.7% | 3,440,169 | -1.4% | 0.06% | -5.2% |
| Q1 2018 | $197,271,000 | -5.2% | 3,488,445 | -4.7% | 0.06% | -3.3% |
| Q4 2017 | $208,032,000 | +14.7% | 3,661,892 | +10.5% | 0.06% | +7.1% |
| Q3 2017 | $181,343,000 | +8.7% | 3,313,421 | +3.2% | 0.06% | +3.7% |
| Q2 2017 | $166,796,000 | +29.4% | 3,209,462 | +23.7% | 0.05% | +28.6% |
| Q1 2017 | $128,937,000 | +10.9% | 2,595,346 | +2.4% | 0.04% | +2.4% |
| Q4 2016 | $116,281,000 | -1.2% | 2,534,447 | +1.6% | 0.04% | -4.7% |
| Q3 2016 | $117,716,000 | +11.4% | 2,493,447 | +5.0% | 0.04% | +4.9% |
| Q2 2016 | $105,651,000 | +12.3% | 2,375,223 | +13.4% | 0.04% | +7.9% |
| Q1 2016 | $94,095,000 | +14.6% | 2,094,720 | +15.1% | 0.04% | +18.8% |
| Q4 2015 | $82,078,000 | +1.8% | 1,819,514 | +0.0% | 0.03% | -5.9% |
| Q3 2015 | $80,638,000 | +4.4% | 1,819,455 | +18.5% | 0.03% | +13.3% |
| Q2 2015 | $77,270,000 | -42.6% | 1,535,232 | -42.6% | 0.03% | +15.4% |
| Q1 2015 | $134,604,000 | +137.3% | 2,673,326 | +127.8% | 0.03% | +18.2% |
| Q4 2014 | $56,719,000 | +6.0% | 1,173,314 | +11.9% | 0.02% | 0.0% |
| Q3 2014 | $53,486,000 | -4.0% | 1,048,762 | +2.2% | 0.02% | -4.3% |
| Q2 2014 | $55,692,000 | -37.4% | 1,025,824 | -39.8% | 0.02% | -39.5% |
| Q1 2014 | $88,960,000 | +1.3% | 1,704,227 | +1.6% | 0.04% | 0.0% |
| Q4 2013 | $87,858,000 | +7.0% | 1,677,319 | +2.5% | 0.04% | -2.6% |
| Q3 2013 | $82,102,000 | +19.4% | 1,637,119 | +8.7% | 0.04% | +8.3% |
| Q2 2013 | $68,776,000 | – | 1,505,594 | – | 0.04% | – |
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% |