VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,127,169 | -2.2% | 21,061 | +2.5% | 0.00% | 0.0% |
| Q2 2023 | $1,152,108 | +2.6% | 20,544 | +1.0% | 0.00% | 0.0% |
| Q1 2023 | $1,122,916 | +16.3% | 20,339 | +8.9% | 0.00% | 0.0% |
| Q4 2022 | $965,768 | +64.2% | 18,673 | +45.4% | 0.00% | +33.3% |
| Q3 2022 | $588,000 | -16.5% | 12,845 | -5.8% | 0.00% | 0.0% |
| Q2 2022 | $704,000 | -11.8% | 13,632 | +2.0% | 0.00% | 0.0% |
| Q1 2022 | $798,000 | -7.9% | 13,360 | -1.9% | 0.00% | 0.0% |
| Q4 2021 | $866,000 | +29.8% | 13,617 | +29.2% | 0.00% | +50.0% |
| Q3 2021 | $667,000 | +2.1% | 10,537 | +6.0% | 0.00% | 0.0% |
| Q2 2021 | $653,000 | +20.5% | 9,942 | +14.9% | 0.00% | 0.0% |
| Q1 2021 | $542,000 | +7.3% | 8,652 | +3.0% | 0.00% | 0.0% |
| Q4 2020 | $505,000 | +16.4% | 8,401 | +1.0% | 0.00% | 0.0% |
| Q3 2020 | $434,000 | +4.3% | 8,319 | -1.7% | 0.00% | 0.0% |
| Q2 2020 | $416,000 | +2.2% | 8,467 | -12.6% | 0.00% | -33.3% |
| Q1 2020 | $407,000 | +46.4% | 9,693 | +94.4% | 0.00% | +200.0% |
| Q4 2019 | $278,000 | +23.6% | 4,985 | +16.9% | 0.00% | 0.0% |
| Q2 2019 | $225,000 | -11.4% | 4,266 | -12.7% | 0.00% | -50.0% |
| Q1 2019 | $254,000 | +4.1% | 4,887 | -5.2% | 0.00% | 0.0% |
| Q4 2018 | $244,000 | -10.9% | 5,157 | +1.5% | 0.00% | 0.0% |
| Q3 2018 | $274,000 | +28.0% | 5,082 | +28.2% | 0.00% | +100.0% |
| Q2 2018 | $214,000 | -14.1% | 3,963 | -10.1% | 0.00% | -50.0% |
| Q1 2018 | $249,000 | -6.0% | 4,406 | -5.6% | 0.00% | 0.0% |
| Q4 2017 | $265,000 | +21.6% | 4,665 | +17.4% | 0.00% | 0.0% |
| Q3 2017 | $218,000 | – | 3,975 | – | 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% |