VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,357 | -4.6% | 343 | 0.0% | 0.00% | – |
| Q2 2023 | $19,235 | +0.4% | 343 | -1.2% | 0.00% | -100.0% |
| Q1 2023 | $19,158 | -61.0% | 347 | -63.5% | 0.00% | -50.0% |
| Q4 2022 | $49,134 | +48.9% | 950 | +32.5% | 0.00% | +100.0% |
| Q3 2022 | $33,000 | -44.1% | 717 | -37.1% | 0.00% | -50.0% |
| Q2 2022 | $59,000 | -67.0% | 1,139 | -61.9% | 0.00% | -60.0% |
| Q1 2022 | $179,000 | +3480.0% | 2,993 | +3017.7% | 0.01% | – |
| Q3 2019 | $5,000 | 0.0% | 96 | +1.1% | 0.00% | – |
| Q2 2019 | $5,000 | -83.9% | 95 | -84.2% | 0.00% | -100.0% |
| Q1 2019 | $31,000 | +10.7% | 602 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $28,000 | -82.9% | 602 | -80.2% | 0.00% | -75.0% |
| Q3 2018 | $164,000 | +290.5% | 3,036 | +287.7% | 0.01% | +300.0% |
| Q2 2018 | $42,000 | -66.7% | 783 | -64.9% | 0.00% | -71.4% |
| Q1 2018 | $126,000 | +13.5% | 2,231 | +14.4% | 0.01% | +16.7% |
| Q4 2017 | $111,000 | +1287.5% | 1,951 | +1119.4% | 0.01% | +500.0% |
| Q3 2014 | $8,000 | +60.0% | 160 | +60.0% | 0.00% | 0.0% |
| Q1 2014 | $5,000 | – | 100 | – | 0.00% | – |
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% |