VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 185 filers reported holding VANGUARD STAR FDS in Q1 2016. The put-call ratio across all filers is 0.41 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $31,000 | -3.1% | 497 | -0.4% | 0.00% | 0.0% |
| Q2 2021 | $32,000 | +3.2% | 499 | +0.6% | 0.00% | 0.0% |
| Q1 2021 | $31,000 | +6.9% | 496 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $29,000 | +16.0% | 496 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $25,000 | +4.2% | 496 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $24,000 | +20.0% | 496 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $20,000 | -96.1% | 496 | -94.6% | 0.00% | -95.1% |
| Q4 2019 | $514,000 | +227.4% | 9,233 | +203.4% | 0.04% | +192.9% |
| Q3 2019 | $157,000 | +946.7% | 3,043 | +904.3% | 0.01% | +1300.0% |
| Q2 2019 | $15,000 | -31.8% | 303 | -38.9% | 0.00% | -80.0% |
| Q4 2015 | $22,000 | -4.3% | 496 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $23,000 | -8.0% | 496 | 0.0% | 0.01% | -16.7% |
| Q2 2015 | $25,000 | – | 496 | – | 0.01% | – |
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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% |