VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 185 filers reported holding VANGUARD STAR FDS in Q1 2016. The put-call ratio across all filers is 0.41 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,495 | -17.4% | 439 | -13.4% | 0.00% | – |
| Q2 2023 | $28,433 | +17.3% | 507 | +15.5% | 0.00% | – |
| Q1 2023 | $24,237 | -89.0% | 439 | -89.7% | 0.00% | – |
| Q4 2022 | $219,397 | +13.7% | 4,242 | +0.7% | 0.00% | – |
| Q3 2022 | $193,000 | -12.3% | 4,213 | -1.3% | 0.00% | – |
| Q2 2022 | $220,000 | -52.7% | 4,267 | -45.3% | 0.00% | – |
| Q1 2022 | $465,000 | +74.2% | 7,794 | +85.9% | 0.00% | – |
| Q4 2021 | $267,000 | +968.0% | 4,193 | +948.2% | 0.00% | – |
| Q3 2021 | $25,000 | -97.3% | 400 | -97.2% | 0.00% | -100.0% |
| Q2 2021 | $924,000 | +14.5% | 14,066 | +9.3% | 0.00% | 0.0% |
| Q1 2021 | $807,000 | +30.4% | 12,870 | +25.0% | 0.00% | – |
| Q4 2020 | $619,000 | +15.9% | 10,295 | +0.6% | 0.00% | – |
| Q3 2020 | $534,000 | +1.9% | 10,234 | -4.0% | 0.00% | – |
| Q2 2020 | $524,000 | +13.2% | 10,658 | -3.5% | 0.00% | – |
| Q1 2020 | $463,000 | -25.4% | 11,045 | -1.0% | 0.00% | – |
| Q4 2019 | $621,000 | +6.9% | 11,157 | -0.8% | 0.00% | – |
| Q3 2019 | $581,000 | -17.2% | 11,242 | -15.5% | 0.00% | -100.0% |
| Q2 2019 | $702,000 | -1.3% | 13,300 | -2.9% | 0.00% | 0.0% |
| Q1 2019 | $711,000 | +8.7% | 13,700 | -1.1% | 0.00% | 0.0% |
| Q4 2018 | $654,000 | -9.4% | 13,854 | +3.6% | 0.00% | 0.0% |
| Q3 2018 | $722,000 | +22.0% | 13,370 | +22.1% | 0.00% | 0.0% |
| Q2 2018 | $592,000 | -36.8% | 10,949 | -33.9% | 0.00% | 0.0% |
| Q1 2018 | $936,000 | +33.9% | 16,556 | +34.5% | 0.00% | 0.0% |
| Q4 2017 | $699,000 | +13.1% | 12,313 | +9.0% | 0.00% | 0.0% |
| Q3 2017 | $618,000 | +22.1% | 11,297 | +15.9% | 0.00% | – |
| Q2 2017 | $506,000 | +9.1% | 9,745 | +4.2% | 0.00% | – |
| Q1 2017 | $464,000 | +8.2% | 9,348 | 0.0% | 0.00% | – |
| Q4 2016 | $429,000 | +5.7% | 9,348 | +8.7% | 0.00% | – |
| Q3 2016 | $406,000 | +8.0% | 8,598 | +1.8% | 0.00% | – |
| Q2 2016 | $376,000 | +2.2% | 8,450 | +3.1% | 0.00% | – |
| Q1 2016 | $368,000 | +14.6% | 8,198 | +15.0% | 0.00% | – |
| Q4 2015 | $321,000 | +358.6% | 7,127 | +351.6% | 0.00% | – |
| Q3 2015 | $70,000 | -40.2% | 1,578 | -32.1% | 0.00% | – |
| Q2 2015 | $117,000 | -15.2% | 2,323 | -15.0% | 0.00% | – |
| Q1 2015 | $138,000 | +119.0% | 2,732 | +109.8% | 0.00% | – |
| Q4 2014 | $63,000 | +103.2% | 1,302 | +117.0% | 0.00% | – |
| Q3 2014 | $31,000 | +416.7% | 600 | +482.5% | 0.00% | – |
| Q2 2014 | $6,000 | -66.7% | 103 | -70.8% | 0.00% | – |
| Q1 2014 | $18,000 | -25.0% | 353 | -22.1% | 0.00% | – |
| Q4 2013 | $24,000 | +50.0% | 453 | +41.6% | 0.00% | – |
| Q3 2013 | $16,000 | -89.8% | 320 | -90.7% | 0.00% | – |
| Q2 2013 | $157,000 | – | 3,431 | – | 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% |