VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 420 filers reported holding VANGUARD STAR FDS in Q4 2018. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,663,000 | +235.3% | 26,155 | +233.5% | 0.05% | +194.1% |
| Q3 2021 | $496,000 | +63.7% | 7,843 | +44.1% | 0.02% | +21.4% |
| Q4 2019 | $303,000 | +7.8% | 5,443 | 0.0% | 0.01% | +7.7% |
| Q3 2019 | $281,000 | -2.1% | 5,443 | 0.0% | 0.01% | -7.1% |
| Q2 2019 | $287,000 | +1.8% | 5,443 | 0.0% | 0.01% | -6.7% |
| Q1 2019 | $282,000 | +8.0% | 5,443 | -1.6% | 0.02% | 0.0% |
| Q4 2018 | $261,000 | -12.7% | 5,533 | +0.0% | 0.02% | -6.2% |
| Q3 2018 | $299,000 | 0.0% | 5,531 | 0.0% | 0.02% | -5.9% |
| Q2 2018 | $299,000 | -4.5% | 5,531 | +0.0% | 0.02% | -5.6% |
| Q1 2018 | $313,000 | -0.3% | 5,530 | 0.0% | 0.02% | +5.9% |
| Q4 2017 | $314,000 | +3.6% | 5,530 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $303,000 | +2.4% | 5,530 | 0.0% | 0.02% | -22.7% |
| Q2 2017 | $296,000 | +7.6% | 5,530 | 0.0% | 0.02% | +10.0% |
| Q1 2017 | $275,000 | +10.0% | 5,530 | +1.6% | 0.02% | +5.3% |
| Q4 2016 | $250,000 | -82.6% | 5,443 | -82.9% | 0.02% | -86.4% |
| Q4 2015 | $1,439,000 | – | 31,889 | – | 0.14% | – |
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% |