VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 506 filers reported holding VANGUARD STAR FDS in Q1 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 | $106,879 | -4.6% | 1,997 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $111,991 | +1.6% | 1,997 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $110,233 | +6.7% | 1,997 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $103,283 | +12.3% | 1,997 | -0.3% | 0.00% | 0.0% |
| Q3 2022 | $92,000 | -10.7% | 2,003 | +0.3% | 0.00% | 0.0% |
| Q2 2022 | $103,000 | -13.4% | 1,997 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $119,000 | -6.3% | 1,997 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $127,000 | +0.8% | 1,997 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $126,000 | -3.8% | 1,997 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $131,000 | +4.8% | 1,997 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $125,000 | +4.2% | 1,997 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $120,000 | +79.1% | 1,997 | +56.1% | 0.00% | +50.0% |
| Q3 2020 | $67,000 | +6.3% | 1,279 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $63,000 | +16.7% | 1,279 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $54,000 | -23.9% | 1,279 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $71,000 | +7.6% | 1,279 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $66,000 | -1.5% | 1,279 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $67,000 | +1.5% | 1,279 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $66,000 | +10.0% | 1,279 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $60,000 | -38.1% | 1,279 | -28.7% | 0.00% | -33.3% |
| Q3 2018 | $97,000 | 0.0% | 1,794 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $97,000 | -4.0% | 1,794 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $101,000 | -1.0% | 1,794 | 0.0% | 0.00% | -25.0% |
| Q4 2017 | $102,000 | +264.3% | 1,794 | +248.3% | 0.00% | +300.0% |
| Q3 2017 | $28,000 | +3.7% | 515 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $27,000 | – | 515 | – | 0.00% | – |
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% |