VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 2020. 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 | $254,934 | -10.7% | 4,763 | -4.0% | 0.03% | -3.1% |
| Q2 2023 | $285,560 | +1.6% | 4,960 | -0.9% | 0.03% | -5.9% |
| Q1 2023 | $281,036 | +10.9% | 5,006 | +2.1% | 0.03% | +3.0% |
| Q4 2022 | $253,507 | +23.1% | 4,902 | +9.2% | 0.03% | -2.9% |
| Q3 2022 | $206,000 | -6.4% | 4,488 | +5.5% | 0.03% | +3.0% |
| Q2 2022 | $220,000 | -6.0% | 4,254 | +9.0% | 0.03% | +10.0% |
| Q1 2022 | $234,000 | -0.8% | 3,903 | +5.1% | 0.03% | -3.2% |
| Q4 2021 | $236,000 | +0.9% | 3,714 | +0.3% | 0.03% | 0.0% |
| Q3 2021 | $234,000 | -2.5% | 3,704 | +1.3% | 0.03% | -6.1% |
| Q2 2021 | $240,000 | +1.3% | 3,656 | -3.3% | 0.03% | -2.9% |
| Q1 2021 | $237,000 | -13.5% | 3,780 | -16.8% | 0.03% | -22.7% |
| Q4 2020 | $274,000 | -14.1% | 4,546 | -25.7% | 0.04% | -4.3% |
| Q3 2020 | $319,000 | +4.6% | 6,120 | -1.3% | 0.05% | +21.1% |
| Q2 2020 | $305,000 | +24.0% | 6,201 | +5.5% | 0.04% | -5.0% |
| Q1 2020 | $246,000 | -20.1% | 5,880 | +6.4% | 0.04% | +42.9% |
| Q4 2019 | $308,000 | +12.0% | 5,527 | +3.8% | 0.03% | -22.2% |
| Q3 2019 | $275,000 | -4.5% | 5,324 | -2.6% | 0.04% | -10.0% |
| Q2 2019 | $288,000 | +6.7% | 5,465 | +5.2% | 0.04% | +5.3% |
| Q1 2019 | $270,000 | – | 5,194 | – | 0.04% | – |
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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% |