VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. 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 | $961,088 | -5.7% | 17,958 | -1.2% | 0.03% | -3.1% |
| Q2 2023 | $1,019,720 | -4.2% | 18,183 | -5.7% | 0.03% | -11.1% |
| Q1 2023 | $1,064,150 | +12.9% | 19,275 | +5.8% | 0.04% | +2.9% |
| Q4 2022 | $942,527 | -47.9% | 18,224 | -48.0% | 0.04% | -5.4% |
| Q2 2022 | $1,810,000 | +47.8% | 35,074 | +71.0% | 0.04% | -11.9% |
| Q1 2022 | $1,225,000 | -9.0% | 20,510 | -3.1% | 0.04% | 0.0% |
| Q4 2021 | $1,346,000 | +13.9% | 21,170 | +13.3% | 0.04% | -26.3% |
| Q3 2021 | $1,182,000 | -2.5% | 18,683 | +1.2% | 0.06% | +16.3% |
| Q2 2021 | $1,212,000 | – | 18,458 | – | 0.05% | – |
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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% |