VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $98,103 | -10.2% | 1,833 | -5.9% | 0.00% | 0.0% |
| Q2 2023 | $109,188 | +1.4% | 1,947 | -0.2% | 0.00% | 0.0% |
| Q1 2023 | $107,715 | -3.7% | 1,951 | -9.8% | 0.00% | -20.0% |
| Q4 2022 | $111,870 | +154.2% | 2,163 | +126.3% | 0.01% | +150.0% |
| Q3 2022 | $44,000 | -6.4% | 956 | +5.5% | 0.00% | 0.0% |
| Q2 2022 | $47,000 | -17.5% | 906 | -4.7% | 0.00% | 0.0% |
| Q1 2022 | $57,000 | +67.6% | 951 | +76.8% | 0.00% | +100.0% |
| Q4 2021 | $34,000 | +41.7% | 538 | +41.2% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | +41.2% | 381 | +50.6% | 0.00% | 0.0% |
| Q2 2021 | $17,000 | +750.0% | 253 | +565.8% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | – | 38 | – | 0.00% | – |
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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% |