VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 397 filers reported holding VANGUARD STAR FDS in Q3 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,879,669 | +1.0% | 35,121 | +5.8% | 0.17% | +7.5% |
| Q2 2023 | $1,861,608 | +0.3% | 33,196 | -1.3% | 0.16% | -6.5% |
| Q1 2023 | $1,856,461 | -8.1% | 33,625 | -13.9% | 0.17% | -14.6% |
| Q4 2022 | $2,019,594 | +12.9% | 39,049 | -0.1% | 0.20% | +11.2% |
| Q3 2022 | $1,789,000 | -14.2% | 39,094 | -3.2% | 0.18% | -12.7% |
| Q2 2022 | $2,085,000 | -18.0% | 40,390 | -5.1% | 0.20% | +28.9% |
| Q1 2022 | $2,544,000 | +15.4% | 42,579 | +22.8% | 0.16% | +16.9% |
| Q4 2021 | $2,204,000 | +1042.0% | 34,672 | +1033.8% | 0.14% | +946.2% |
| Q3 2021 | $193,000 | +114.4% | 3,058 | +122.6% | 0.01% | +116.7% |
| Q2 2021 | $90,000 | +3.4% | 1,374 | -0.6% | 0.01% | 0.0% |
| Q1 2021 | $87,000 | -2.2% | 1,382 | -6.6% | 0.01% | -14.3% |
| Q4 2020 | $89,000 | -35.5% | 1,479 | -44.2% | 0.01% | -41.7% |
| Q3 2020 | $138,000 | -97.1% | 2,650 | -97.2% | 0.01% | -96.9% |
| Q2 2020 | $4,736,000 | +14.5% | 96,312 | -2.3% | 0.38% | 0.0% |
| Q1 2020 | $4,138,000 | -20.5% | 98,623 | +5.5% | 0.38% | -13.6% |
| Q4 2019 | $5,208,000 | +9.7% | 93,513 | +1.8% | 0.44% | +1.4% |
| Q3 2019 | $4,746,000 | -4.3% | 91,866 | -2.3% | 0.44% | -20.6% |
| Q2 2019 | $4,961,000 | -5.5% | 94,049 | -7.0% | 0.55% | -14.5% |
| Q1 2019 | $5,251,000 | -15.3% | 101,169 | -22.9% | 0.64% | -25.0% |
| Q4 2018 | $6,198,000 | -22.3% | 131,248 | -11.2% | 0.86% | -14.7% |
| Q3 2018 | $7,978,000 | +20.0% | 147,734 | +20.3% | 1.00% | +11.6% |
| Q2 2018 | $6,646,000 | +6.4% | 122,852 | +11.2% | 0.90% | +4.2% |
| Q1 2018 | $6,248,000 | +13.7% | 110,488 | +14.2% | 0.86% | +3.4% |
| Q4 2017 | $5,496,000 | – | 96,752 | – | 0.84% | – |
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% |