VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 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 | $955,654 | -9.1% | 17,856 | -4.8% | 0.07% | -4.1% |
| Q2 2023 | $1,051,725 | -5.7% | 18,754 | -7.2% | 0.07% | -10.8% |
| Q1 2023 | $1,115,739 | +5.3% | 20,209 | -1.4% | 0.08% | +2.5% |
| Q4 2022 | $1,059,950 | -13.1% | 20,494 | -23.1% | 0.08% | -20.6% |
| Q3 2022 | $1,220,000 | -18.3% | 26,654 | -7.9% | 0.10% | -10.5% |
| Q2 2022 | $1,494,000 | -18.0% | 28,939 | -5.0% | 0.11% | -8.1% |
| Q1 2022 | $1,821,000 | -24.9% | 30,474 | -20.1% | 0.12% | -20.5% |
| Q4 2021 | $2,425,000 | +15.2% | 38,144 | +14.6% | 0.16% | +8.3% |
| Q3 2021 | $2,105,000 | -2.3% | 33,279 | +1.4% | 0.14% | -1.4% |
| Q2 2021 | $2,155,000 | +13.8% | 32,814 | +8.6% | 0.15% | +5.8% |
| Q1 2021 | $1,894,000 | +4.2% | 30,210 | 0.0% | 0.14% | -1.4% |
| Q4 2020 | $1,817,000 | +10.8% | 30,210 | -3.9% | 0.14% | -0.7% |
| Q3 2020 | $1,640,000 | +10.3% | 31,445 | +4.0% | 0.14% | +5.2% |
| Q2 2020 | $1,487,000 | – | 30,235 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sageworth Trust Co | 4,367,855 | $226,692,000 | 28.07% |
| Boothe Investment Group, Inc. | 236,338 | $12,266,000 | 15.29% |
| Lindbrook Capital, LLC | 690,639 | $35,844,000 | 14.27% |
| RETIREMENT CAPITAL STRATEGIES | 533,128 | $27,669,000 | 13.99% |
| Elwood & Goetz Wealth Advisory Group, LLC | 282,923 | $14,684,000 | 13.50% |
| UNIVEST FINANCIAL Corp | 777,700 | $40,363,000 | 13.23% |
| Coyle Financial Counsel LLC | 184,421 | $9,571,000 | 9.25% |
| Capstone Financial Advisors, Inc. | 949,046 | $49,255,000 | 8.42% |
| Spring Creek Investment Management, LLC | 185,225 | $9,613,000 | 8.21% |
| Berman Capital Advisors, LLC | 456,019 | $23,666,000 | 7.92% |