VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 148 filers reported holding VANGUARD STAR FDS in Q3 2015. The put-call ratio across all filers is 2.62 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,504,241 | -0.1% | 364,429 | +4.7% | 1.03% | -3.9% |
| Q2 2023 | $19,518,028 | +2.8% | 348,039 | +1.2% | 1.07% | -4.3% |
| Q1 2023 | $18,981,530 | +3.5% | 343,806 | -3.0% | 1.12% | +0.4% |
| Q4 2022 | $18,338,257 | +23.0% | 354,568 | +8.9% | 1.12% | +8.5% |
| Q3 2022 | $14,904,000 | +5.4% | 325,631 | +18.9% | 1.03% | +9.5% |
| Q2 2022 | $14,136,000 | -6.8% | 273,898 | +7.8% | 0.94% | +6.2% |
| Q1 2022 | $15,173,000 | +40.1% | 253,986 | +48.4% | 0.88% | +27.4% |
| Q4 2021 | $10,827,000 | 0.0% | 171,154 | 0.0% | 0.69% | 0.0% |
| Q3 2021 | $10,827,000 | +3.9% | 171,154 | +7.8% | 0.69% | +4.2% |
| Q2 2021 | $10,424,000 | +5.9% | 158,709 | +1.1% | 0.67% | +0.5% |
| Q1 2021 | $9,847,000 | +13.0% | 157,051 | +8.4% | 0.66% | -13.1% |
| Q4 2020 | $8,717,000 | +35.8% | 144,905 | +17.7% | 0.76% | +16.0% |
| Q3 2020 | $6,420,000 | +32.8% | 123,065 | +25.1% | 0.66% | +22.3% |
| Q2 2020 | $4,836,000 | +99.6% | 98,361 | +70.3% | 0.54% | +65.0% |
| Q1 2020 | $2,423,000 | -38.1% | 57,750 | -17.9% | 0.33% | -25.7% |
| Q4 2019 | $3,917,000 | +5.0% | 70,343 | -2.6% | 0.44% | -3.3% |
| Q3 2019 | $3,732,000 | -2.7% | 72,233 | -0.7% | 0.45% | -4.0% |
| Q2 2019 | $3,837,000 | +1.3% | 72,744 | -0.3% | 0.47% | -3.9% |
| Q1 2019 | $3,787,000 | +8.4% | 72,974 | -1.3% | 0.49% | -6.3% |
| Q4 2018 | $3,492,000 | +4.8% | 73,959 | +19.8% | 0.52% | +17.2% |
| Q3 2018 | $3,333,000 | 0.0% | 61,727 | +0.2% | 0.45% | -5.9% |
| Q2 2018 | $3,333,000 | -4.2% | 61,614 | +0.1% | 0.48% | -6.5% |
| Q1 2018 | $3,479,000 | +0.1% | 61,527 | +0.6% | 0.51% | +2.0% |
| Q4 2017 | $3,476,000 | +6.9% | 61,190 | +3.0% | 0.50% | +0.2% |
| Q3 2017 | $3,252,000 | +8.0% | 59,421 | +2.5% | 0.50% | +4.8% |
| Q2 2017 | $3,012,000 | +3.5% | 57,960 | -1.0% | 0.48% | +1.9% |
| Q1 2017 | $2,909,000 | +15.9% | 58,552 | +7.1% | 0.47% | +12.6% |
| Q4 2016 | $2,509,000 | +10.2% | 54,679 | +13.4% | 0.41% | +1.7% |
| Q3 2016 | $2,276,000 | +20.7% | 48,214 | +13.8% | 0.41% | +19.7% |
| Q2 2016 | $1,885,000 | +12.1% | 42,370 | +13.2% | 0.34% | +5.3% |
| Q1 2016 | $1,681,000 | +35.0% | 37,425 | +35.6% | 0.32% | +21.0% |
| Q4 2015 | $1,245,000 | +138.0% | 27,590 | +133.8% | 0.27% | +113.6% |
| Q3 2015 | $523,000 | +49.4% | 11,800 | +69.7% | 0.12% | +56.2% |
| Q2 2015 | $350,000 | +44.0% | 6,955 | +44.1% | 0.08% | +42.9% |
| Q1 2015 | $243,000 | – | 4,825 | – | 0.06% | – |
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% |