VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,912,517 | -4.3% | 37,143 | +5.1% | 0.89% | +1.4% |
Q2 2023 | $1,998,305 | +12.7% | 35,349 | +12.2% | 0.88% | +8.8% |
Q1 2023 | $1,772,421 | -7.4% | 31,504 | -7.0% | 0.81% | -3.8% |
Q4 2022 | $1,913,860 | +13.2% | 33,862 | -5.8% | 0.84% | +5.3% |
Q3 2022 | $1,690,000 | -9.0% | 35,931 | -0.4% | 0.80% | -6.4% |
Q2 2022 | $1,858,000 | -13.8% | 36,092 | -0.8% | 0.85% | -3.4% |
Q1 2022 | $2,156,000 | -3.1% | 36,376 | +0.0% | 0.88% | -5.8% |
Q4 2021 | $2,224,000 | -7.1% | 36,373 | +0.4% | 0.94% | -2.6% |
Q3 2021 | $2,394,000 | +1.9% | 36,231 | +0.0% | 0.96% | -4.8% |
Q2 2021 | $2,349,000 | +0.1% | 36,229 | +0.5% | 1.01% | -3.2% |
Q1 2021 | $2,347,000 | +9.4% | 36,056 | +5.0% | 1.04% | -1.0% |
Q4 2020 | $2,145,000 | +9.6% | 34,336 | -0.8% | 1.06% | +2.9% |
Q3 2020 | $1,957,000 | +17.3% | 34,610 | +9.1% | 1.02% | +7.7% |
Q2 2020 | $1,669,000 | +11.5% | 31,712 | -2.4% | 0.95% | +3.6% |
Q1 2020 | $1,497,000 | -33.1% | 32,500 | -20.9% | 0.92% | -27.1% |
Q4 2019 | $2,238,000 | -17.0% | 41,098 | -21.8% | 1.26% | -24.0% |
Q3 2019 | $2,695,000 | -5.1% | 52,530 | -2.5% | 1.66% | -3.2% |
Q2 2019 | $2,839,000 | +4.0% | 53,879 | +2.5% | 1.71% | +0.2% |
Q1 2019 | $2,729,000 | +63.1% | 52,590 | +48.4% | 1.71% | +43.0% |
Q4 2018 | $1,673,000 | -6.5% | 35,440 | +6.9% | 1.20% | +8.9% |
Q3 2018 | $1,789,000 | +14.2% | 33,146 | +14.2% | 1.10% | +8.8% |
Q2 2018 | $1,567,000 | -0.8% | 29,032 | +2.8% | 1.01% | -4.9% |
Q1 2018 | $1,579,000 | +0.7% | 28,251 | +2.3% | 1.06% | +7.9% |
Q4 2017 | $1,568,000 | +0.4% | 27,603 | -3.3% | 0.98% | -1.5% |
Q3 2017 | $1,562,000 | +5.8% | 28,552 | +0.5% | 1.00% | -0.4% |
Q2 2017 | $1,476,000 | +11.1% | 28,402 | +6.2% | 1.00% | +8.2% |
Q1 2017 | $1,328,000 | +8.7% | 26,751 | +0.4% | 0.93% | +4.0% |
Q4 2016 | $1,222,000 | -31.2% | 26,650 | -29.2% | 0.89% | -35.9% |
Q3 2016 | $1,777,000 | +16.6% | 37,649 | +9.8% | 1.39% | +15.6% |
Q2 2016 | $1,524,000 | +2.8% | 34,279 | +3.9% | 1.20% | -0.7% |
Q1 2016 | $1,482,000 | +3.6% | 33,003 | +2.2% | 1.21% | -1.5% |
Q4 2015 | $1,431,000 | -48.8% | 32,302 | -48.8% | 1.23% | -54.8% |
Q3 2015 | $2,797,000 | +22.6% | 63,125 | +39.9% | 2.72% | +27.8% |
Q2 2015 | $2,281,000 | +43.5% | 45,107 | +42.8% | 2.13% | +34.1% |
Q1 2015 | $1,590,000 | – | 31,595 | – | 1.59% | – |
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% |