VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 96 filers reported holding VANGUARD STAR FDS in Q1 2014. The put-call ratio across all filers is 3.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,167,000 | -1.2% | 25,437 | +1.7% | 0.04% | -5.0% |
| Q3 2016 | $1,181,000 | +4.1% | 25,023 | -1.8% | 0.04% | -2.4% |
| Q2 2016 | $1,134,000 | +6.2% | 25,490 | +7.2% | 0.04% | -8.9% |
| Q1 2016 | $1,068,000 | +14.6% | 23,769 | +15.0% | 0.04% | +7.1% |
| Q4 2015 | $932,000 | +513.2% | 20,660 | +501.6% | 0.04% | +250.0% |
| Q3 2015 | $152,000 | -51.4% | 3,434 | -44.8% | 0.01% | -45.5% |
| Q2 2015 | $313,000 | +137.1% | 6,216 | +136.7% | 0.02% | +144.4% |
| Q1 2015 | $132,000 | +594.7% | 2,626 | +583.9% | 0.01% | +350.0% |
| Q4 2014 | $19,000 | +111.1% | 384 | +112.2% | 0.00% | +100.0% |
| Q3 2014 | $9,000 | -10.0% | 181 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $10,000 | -44.4% | 181 | -49.7% | 0.00% | 0.0% |
| Q1 2014 | $18,000 | +260.0% | 360 | +260.0% | 0.00% | 0.0% |
| Q4 2013 | $5,000 | -83.9% | 100 | -85.4% | 0.00% | -83.3% |
| Q2 2013 | $31,000 | – | 685 | – | 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% |