VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,464 | -3.2% | 700 | +1.4% | 0.01% | 0.0% |
| Q2 2023 | $38,696 | +2.3% | 690 | +0.7% | 0.01% | +16.7% |
| Q1 2023 | $37,819 | +9.1% | 685 | +2.2% | 0.01% | 0.0% |
| Q4 2022 | $34,652 | -65.0% | 670 | -69.1% | 0.01% | -68.4% |
| Q3 2022 | $99,000 | -23.8% | 2,170 | -13.9% | 0.02% | -20.8% |
| Q2 2022 | $130,000 | -13.9% | 2,520 | 0.0% | 0.02% | -11.1% |
| Q1 2022 | $151,000 | -5.0% | 2,520 | +0.8% | 0.03% | -10.0% |
| Q4 2021 | $159,000 | +0.6% | 2,500 | 0.0% | 0.03% | -9.1% |
| Q3 2021 | $158,000 | -1.9% | 2,500 | +2.0% | 0.03% | -2.9% |
| Q2 2021 | $161,000 | +35.3% | 2,450 | +28.9% | 0.03% | +21.4% |
| Q1 2021 | $119,000 | +16.7% | 1,900 | +11.8% | 0.03% | +7.7% |
| Q4 2020 | $102,000 | +229.0% | 1,700 | +183.3% | 0.03% | +188.9% |
| Q3 2020 | $31,000 | -66.7% | 600 | -68.4% | 0.01% | -65.4% |
| Q2 2020 | $93,000 | +57.6% | 1,900 | +35.7% | 0.03% | +30.0% |
| Q1 2020 | $59,000 | -27.2% | 1,400 | -3.8% | 0.02% | +17.6% |
| Q4 2019 | $81,000 | +285.7% | 1,455 | +263.8% | 0.02% | +240.0% |
| Q3 2019 | $21,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $21,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $21,000 | +23.5% | 400 | +8.1% | 0.01% | 0.0% |
| Q4 2018 | $17,000 | -10.5% | 370 | +2.8% | 0.01% | 0.0% |
| Q3 2018 | $19,000 | 0.0% | 360 | 0.0% | 0.01% | +25.0% |
| Q2 2018 | $19,000 | -5.0% | 360 | 0.0% | 0.00% | -20.0% |
| Q1 2018 | $20,000 | 0.0% | 360 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $20,000 | – | 360 | – | 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% |