VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $55,090 | -6.3% | 1,029,333 | -1.8% | 7.81% | -2.4% |
Q2 2023 | $58,787 | +1.4% | 1,048,279 | -0.1% | 8.00% | -2.9% |
Q1 2023 | $57,949 | +6.1% | 1,049,609 | -0.6% | 8.24% | -3.6% |
Q4 2022 | $54,611 | -99.9% | 1,055,898 | +3.0% | 8.54% | +10.4% |
Q3 2022 | $46,904,000 | -5.2% | 1,024,784 | +6.8% | 7.73% | +1.4% |
Q2 2022 | $49,501,000 | -11.7% | 959,127 | +2.2% | 7.63% | +13.2% |
Q1 2022 | $56,088,000 | +0.8% | 938,870 | +7.3% | 6.74% | -0.8% |
Q4 2021 | $55,633,000 | -19.6% | 875,146 | -20.0% | 6.80% | -37.4% |
Q3 2021 | $69,231,000 | -51.9% | 1,094,397 | -50.0% | 10.86% | -0.4% |
Q2 2021 | $143,890,000 | +172.2% | 2,190,788 | +159.8% | 10.90% | +16.3% |
Q1 2021 | $52,868,000 | +11.2% | 843,189 | +6.7% | 9.38% | +12.9% |
Q4 2020 | $47,543,000 | +14.9% | 790,272 | -0.4% | 8.30% | -2.6% |
Q3 2020 | $41,386,000 | +106.7% | 793,297 | +94.8% | 8.52% | +86.1% |
Q2 2020 | $20,025,000 | +650.3% | 407,252 | +540.1% | 4.58% | +446.4% |
Q1 2020 | $2,669,000 | – | 63,620 | – | 0.84% | – |
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% |