VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 260 filers reported holding VANGUARD STAR FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,529 | -4.6% | 477 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $26,750 | +1.6% | 477 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $26,330 | +6.7% | 477 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $24,670 | +12.1% | 477 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $22,000 | -12.0% | 477 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $25,000 | -10.7% | 477 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | -6.7% | 477 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $30,000 | 0.0% | 477 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $30,000 | -3.2% | 477 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $31,000 | +3.3% | 477 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $30,000 | +3.4% | 477 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $29,000 | +16.0% | 477 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $25,000 | +8.7% | 477 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $23,000 | -36.1% | 477 | -43.7% | 0.00% | -66.7% |
| Q1 2020 | $36,000 | -23.4% | 847 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $47,000 | -24.2% | 847 | -29.2% | 0.00% | -25.0% |
| Q3 2019 | $62,000 | +148.0% | 1,197 | +150.9% | 0.00% | +100.0% |
| Q2 2019 | $25,000 | -10.7% | 477 | -13.1% | 0.00% | 0.0% |
| Q1 2019 | $28,000 | +7.7% | 549 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $26,000 | -13.3% | 549 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $30,000 | +15.4% | 549 | +15.1% | 0.00% | 0.0% |
| Q2 2018 | $26,000 | -3.7% | 477 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $27,000 | 0.0% | 477 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $27,000 | +3.8% | 477 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $26,000 | +4.0% | 477 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $25,000 | -79.8% | 477 | -80.9% | 0.00% | -83.3% |
| Q1 2017 | $124,000 | +7.8% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $115,000 | -2.5% | 2,500 | 0.0% | 0.01% | -7.7% |
| Q3 2016 | $118,000 | +6.3% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $111,000 | -0.9% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $112,000 | -0.9% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $113,000 | – | 2,500 | – | 0.01% | – |
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% |