VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 360 filers reported holding VANGUARD STAR FDS in Q1 2018. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,964 | -4.8% | 167,495 | -0.2% | 0.91% | -4.9% |
| Q2 2023 | $9,413 | +1.9% | 167,848 | +0.4% | 0.96% | -2.3% |
| Q1 2023 | $9,233 | -0.1% | 167,241 | -6.4% | 0.98% | -8.2% |
| Q4 2022 | $9,244 | -99.8% | 178,734 | +98.4% | 1.07% | +109.4% |
| Q3 2022 | $4,124,000 | -10.9% | 90,097 | +0.5% | 0.51% | -7.8% |
| Q2 2022 | $4,626,000 | -9.9% | 89,636 | +4.3% | 0.55% | +4.2% |
| Q1 2022 | $5,135,000 | -3.1% | 85,950 | +3.1% | 0.53% | -0.2% |
| Q4 2021 | $5,299,000 | +4.4% | 83,358 | +3.9% | 0.53% | -2.7% |
| Q3 2021 | $5,074,000 | -6.9% | 80,207 | -3.3% | 0.55% | -6.7% |
| Q2 2021 | $5,449,000 | +4.8% | 82,965 | +0.1% | 0.58% | +1.2% |
| Q1 2021 | $5,198,000 | +3.6% | 82,900 | -0.6% | 0.58% | -10.0% |
| Q4 2020 | $5,016,000 | +13.0% | 83,384 | -2.0% | 0.64% | +3.0% |
| Q3 2020 | $4,440,000 | +7.2% | 85,099 | +1.1% | 0.62% | -4.9% |
| Q2 2020 | $4,140,000 | +16.8% | 84,203 | -0.3% | 0.66% | +0.2% |
| Q1 2020 | $3,544,000 | -81.5% | 84,450 | -75.5% | 0.65% | -74.7% |
| Q4 2019 | $19,193,000 | +13.2% | 344,646 | +5.0% | 2.58% | +9.6% |
| Q3 2019 | $16,949,000 | -0.3% | 328,087 | +1.8% | 2.36% | -4.8% |
| Q2 2019 | $17,006,000 | +14.6% | 322,389 | +12.8% | 2.47% | +13.2% |
| Q1 2019 | $14,836,000 | +1.1% | 285,857 | -8.0% | 2.18% | -2.6% |
| Q4 2018 | $14,668,000 | +4139.3% | 310,636 | +4739.3% | 2.24% | +4386.0% |
| Q3 2018 | $346,000 | +0.9% | 6,419 | +5.8% | 0.05% | +6.4% |
| Q1 2018 | $343,000 | – | 6,069 | – | 0.05% | – |
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% |