VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 425 filers reported holding VANGUARD STAR FDS in Q3 2019. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $205,000 | -13.5% | 3,955 | -13.2% | 0.06% | -24.3% |
| Q1 2019 | $237,000 | -6.0% | 4,557 | -14.7% | 0.07% | -9.8% |
| Q4 2018 | $252,000 | -15.2% | 5,342 | -3.0% | 0.08% | -21.9% |
| Q3 2018 | $297,000 | -3.6% | 5,509 | -3.2% | 0.10% | -7.9% |
| Q2 2018 | $308,000 | -26.0% | 5,692 | -22.7% | 0.11% | -25.0% |
| Q1 2018 | $416,000 | -87.2% | 7,363 | -87.1% | 0.15% | -87.3% |
| Q4 2017 | $3,240,000 | +4.7% | 57,033 | +0.9% | 1.19% | +2.4% |
| Q3 2017 | $3,094,000 | +2.0% | 56,532 | -3.1% | 1.16% | -2.4% |
| Q2 2017 | $3,033,000 | +2.8% | 58,353 | -1.7% | 1.19% | +0.7% |
| Q1 2017 | $2,950,000 | -7.0% | 59,381 | -14.1% | 1.19% | -12.7% |
| Q4 2016 | $3,172,000 | -86.9% | 69,151 | -86.5% | 1.36% | -86.0% |
| Q3 2016 | $24,165,000 | +5.2% | 511,844 | -0.9% | 9.70% | +4.9% |
| Q2 2016 | $22,972,000 | -2.1% | 516,451 | -1.1% | 9.25% | -2.5% |
| Q1 2016 | $23,457,000 | +1.8% | 522,196 | +2.2% | 9.49% | +6.5% |
| Q4 2015 | $23,044,000 | +4.0% | 510,847 | +2.2% | 8.91% | -8.3% |
| Q3 2015 | $22,151,000 | -9.0% | 499,795 | +3.4% | 9.72% | -2.8% |
| Q2 2015 | $24,333,000 | -1.6% | 483,472 | -1.6% | 10.00% | +6.7% |
| Q1 2015 | $24,731,000 | +6.9% | 491,174 | +2.6% | 9.38% | +5.2% |
| Q4 2014 | $23,138,000 | -2.8% | 478,643 | +2.6% | 8.91% | -4.4% |
| Q3 2014 | $23,794,000 | -5.4% | 466,544 | +0.7% | 9.32% | +1.0% |
| Q2 2014 | $25,163,000 | +4.3% | 463,488 | +0.3% | 9.23% | -2.2% |
| Q1 2014 | $24,122,000 | +1.8% | 462,112 | +2.1% | 9.43% | +9.7% |
| Q4 2013 | $23,701,000 | +6.5% | 452,483 | +2.0% | 8.60% | -5.7% |
| Q3 2013 | $22,258,000 | +7.9% | 443,821 | -1.7% | 9.12% | +16.2% |
| Q2 2013 | $20,633,000 | – | 451,694 | – | 7.86% | – |
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% |