VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 26 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $273,006 | -6.0% | 5,101 | -1.5% | 0.21% | -1.9% |
| Q2 2023 | $290,451 | -0.2% | 5,179 | -1.7% | 0.21% | -4.1% |
| Q1 2023 | $291,031 | +123.2% | 5,271 | +109.1% | 0.22% | +114.6% |
| Q4 2022 | $130,395 | +13.4% | 2,521 | +0.0% | 0.10% | +8.4% |
| Q3 2022 | $115,000 | -11.5% | 2,520 | +0.0% | 0.10% | -7.8% |
| Q2 2022 | $130,000 | -13.3% | 2,519 | +0.0% | 0.10% | +5.1% |
| Q1 2022 | $150,000 | -6.2% | 2,518 | 0.0% | 0.10% | 0.0% |
| Q4 2021 | $160,000 | +0.6% | 2,518 | +0.0% | 0.10% | -7.5% |
| Q3 2021 | $159,000 | -3.6% | 2,517 | 0.0% | 0.11% | -1.9% |
| Q2 2021 | $165,000 | -94.8% | 2,517 | -95.0% | 0.11% | -95.4% |
| Q1 2021 | $3,184,000 | +5.5% | 50,776 | +1.2% | 2.33% | -6.1% |
| Q4 2020 | $3,019,000 | +17.4% | 50,176 | +1.8% | 2.48% | +4.7% |
| Q3 2020 | $2,571,000 | -2.5% | 49,285 | -8.1% | 2.37% | -1.6% |
| Q2 2020 | $2,637,000 | -0.1% | 53,628 | -14.7% | 2.41% | -13.5% |
| Q1 2020 | $2,639,000 | -23.5% | 62,888 | +1.5% | 2.78% | -10.7% |
| Q4 2019 | $3,449,000 | -11.2% | 61,938 | -17.6% | 3.12% | -18.8% |
| Q3 2019 | $3,882,000 | -2.1% | 75,153 | +0.0% | 3.84% | -2.7% |
| Q2 2019 | $3,964,000 | -5.1% | 75,152 | -6.6% | 3.94% | -5.2% |
| Q1 2019 | $4,175,000 | +5.5% | 80,446 | -4.0% | 4.16% | -3.0% |
| Q4 2018 | $3,956,000 | -18.9% | 83,787 | -7.2% | 4.29% | -7.1% |
| Q3 2018 | $4,876,000 | +1.2% | 90,290 | +1.3% | 4.62% | +3.3% |
| Q2 2018 | $4,820,000 | -4.7% | 89,090 | -0.4% | 4.47% | -3.4% |
| Q1 2018 | $5,058,000 | +8.8% | 89,443 | +9.4% | 4.63% | +15.4% |
| Q4 2017 | $4,647,000 | – | 81,792 | – | 4.01% | – |
Download | ||||||
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% |