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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,038,817 | +47.8% | 17,923 | +36.5% | 0.05% | +34.3% |
| Q3 2023 | $702,878 | -0.4% | 13,133 | +4.3% | 0.04% | 0.0% |
| Q2 2023 | $705,935 | +1.7% | 12,588 | +0.2% | 0.04% | -2.8% |
| Q1 2023 | $693,824 | +117100.0% | 12,567 | +9.8% | 0.04% | +9.1% |
| Q4 2022 | $592 | -99.9% | 11,442 | 0.0% | 0.03% | +6.5% |
| Q3 2022 | $524,000 | -10.7% | 11,442 | +0.5% | 0.03% | -6.1% |
| Q2 2022 | $587,000 | -13.7% | 11,382 | 0.0% | 0.03% | +3.1% |
| Q1 2022 | $680,000 | -5.4% | 11,382 | +0.7% | 0.03% | 0.0% |
| Q4 2021 | $719,000 | +0.6% | 11,307 | 0.0% | 0.03% | -3.0% |
| Q3 2021 | $715,000 | -3.8% | 11,307 | 0.0% | 0.03% | -5.7% |
| Q2 2021 | $743,000 | – | 11,307 | – | 0.04% | – |
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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% |