VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 260 filers reported holding VANGUARD STAR FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $6,623,000 | -1.6% | 104,178 | -2.1% | 1.10% | -8.1% |
| Q3 2021 | $6,730,000 | -14.1% | 106,380 | -10.8% | 1.20% | -14.8% |
| Q2 2021 | $7,837,000 | -1.4% | 119,322 | -5.9% | 1.40% | -11.3% |
| Q1 2021 | $7,947,000 | -7.3% | 126,740 | -11.0% | 1.58% | -12.3% |
| Q4 2020 | $8,569,000 | +20.9% | 142,439 | +4.9% | 1.80% | +11.5% |
| Q3 2020 | $7,086,000 | +2.9% | 135,821 | -3.0% | 1.62% | -17.0% |
| Q2 2020 | $6,883,000 | +19.8% | 139,983 | +2.2% | 1.95% | +74.7% |
| Q1 2020 | $5,747,000 | -80.4% | 136,960 | -74.0% | 1.12% | -80.3% |
| Q4 2019 | $29,351,000 | +17.0% | 527,050 | +8.5% | 5.65% | +3.2% |
| Q3 2019 | $25,097,000 | -1.6% | 485,807 | +0.5% | 5.47% | -10.9% |
| Q2 2019 | $25,497,000 | -13.4% | 483,363 | -14.8% | 6.14% | -5.0% |
| Q1 2019 | $29,433,000 | +9.9% | 567,105 | -0.0% | 6.47% | -3.8% |
| Q4 2018 | $26,790,000 | +45.2% | 567,337 | +66.0% | 6.72% | +28.8% |
| Q3 2018 | $18,455,000 | +0.3% | 341,762 | +0.5% | 5.22% | -2.6% |
| Q2 2018 | $18,401,000 | -17.4% | 340,129 | -13.7% | 5.36% | -22.1% |
| Q1 2018 | $22,283,000 | -13.5% | 394,044 | -13.1% | 6.88% | -15.1% |
| Q4 2017 | $25,760,000 | +2.7% | 453,447 | -1.1% | 8.10% | +1.7% |
| Q3 2017 | $25,090,000 | +4.8% | 458,430 | -0.5% | 7.97% | +8.8% |
| Q2 2017 | $23,951,000 | +5.1% | 460,863 | +0.5% | 7.32% | -0.6% |
| Q1 2017 | $22,781,000 | +29.1% | 458,547 | +19.2% | 7.36% | +21.1% |
| Q4 2016 | $17,648,000 | +4.3% | 384,661 | +7.3% | 6.08% | -0.1% |
| Q3 2016 | $16,917,000 | +8.9% | 358,332 | +2.6% | 6.08% | +6.3% |
| Q2 2016 | $15,533,000 | -17.8% | 349,204 | -17.0% | 5.73% | -12.0% |
| Q1 2016 | $18,904,000 | – | 420,830 | – | 6.51% | – |
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% |