VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,297,315 | +11.6% | 80,294 | +16.9% | 0.08% | +19.4% |
| Q2 2023 | $3,851,625 | +2.6% | 68,681 | +1.0% | 0.07% | -13.0% |
| Q1 2023 | $3,754,568 | +8.2% | 68,005 | +1.3% | 0.08% | +1.3% |
| Q4 2022 | $3,471,097 | +7.3% | 67,113 | -5.1% | 0.08% | +2.7% |
| Q3 2022 | $3,236,000 | -13.8% | 70,694 | -2.8% | 0.07% | -9.8% |
| Q2 2022 | $3,753,000 | -3.6% | 72,718 | +11.5% | 0.08% | +18.8% |
| Q1 2022 | $3,895,000 | +7.6% | 65,202 | +14.5% | 0.07% | +11.3% |
| Q4 2021 | $3,620,000 | -3.9% | 56,947 | -4.4% | 0.06% | -10.1% |
| Q3 2021 | $3,768,000 | -2.2% | 59,564 | +1.5% | 0.07% | -1.4% |
| Q2 2021 | $3,854,000 | +12.3% | 58,671 | +7.2% | 0.07% | +7.7% |
| Q1 2021 | $3,433,000 | +15.0% | 54,751 | +10.3% | 0.06% | +6.6% |
| Q4 2020 | $2,986,000 | +27.0% | 49,637 | +10.1% | 0.06% | +8.9% |
| Q3 2020 | $2,352,000 | +6.0% | 45,082 | -0.0% | 0.06% | +1.8% |
| Q2 2020 | $2,218,000 | +108.5% | 45,101 | +77.9% | 0.06% | +71.9% |
| Q1 2020 | $1,064,000 | -23.5% | 25,355 | +1.5% | 0.03% | +6.7% |
| Q4 2019 | $1,391,000 | +7.7% | 24,970 | -0.2% | 0.03% | 0.0% |
| Q3 2019 | $1,292,000 | -2.1% | 25,017 | +0.0% | 0.03% | -3.2% |
| Q2 2019 | $1,320,000 | +9.7% | 25,015 | +7.9% | 0.03% | +14.8% |
| Q1 2019 | $1,203,000 | -8.6% | 23,183 | -16.8% | 0.03% | -20.6% |
| Q4 2018 | $1,316,000 | +39.6% | 27,868 | +59.5% | 0.03% | +70.0% |
| Q3 2018 | $943,000 | +0.1% | 17,468 | +0.3% | 0.02% | +5.3% |
| Q2 2018 | $942,000 | +25.9% | 17,413 | +31.6% | 0.02% | +26.7% |
| Q1 2018 | $748,000 | +1.6% | 13,233 | +2.1% | 0.02% | +7.1% |
| Q4 2017 | $736,000 | +1.5% | 12,963 | -2.1% | 0.01% | +7.7% |
| Q3 2017 | $725,000 | +2.5% | 13,238 | -2.8% | 0.01% | -7.1% |
| Q2 2017 | $707,000 | +0.7% | 13,613 | -3.7% | 0.01% | +7.7% |
| Q1 2017 | $702,000 | +8.2% | 14,138 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $649,000 | -20.4% | 14,138 | -18.1% | 0.01% | -18.8% |
| Q3 2016 | $815,000 | +8.5% | 17,268 | +2.2% | 0.02% | 0.0% |
| Q2 2016 | $751,000 | -54.4% | 16,893 | -54.0% | 0.02% | -54.3% |
| Q1 2016 | $1,648,000 | -2.6% | 36,691 | -2.2% | 0.04% | 0.0% |
| Q4 2015 | $1,692,000 | +115.0% | 37,507 | +111.2% | 0.04% | +105.9% |
| Q3 2015 | $787,000 | +8.7% | 17,757 | +23.5% | 0.02% | +30.8% |
| Q2 2015 | $724,000 | +3.7% | 14,382 | +3.7% | 0.01% | 0.0% |
| Q1 2015 | $698,000 | -16.5% | 13,863 | -19.8% | 0.01% | -18.8% |
| Q4 2014 | $836,000 | – | 17,288 | – | 0.02% | – |
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% |