VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 154 filers reported holding VANGUARD STAR FDS in Q2 2015. The put-call ratio across all filers is 4.27 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,952 | -4.6% | 242 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $13,571 | +1.6% | 242 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $13,361 | +6.8% | 242 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12,516 | +13.8% | 242 | 0.0% | 0.00% | +33.3% |
| Q3 2022 | $11,000 | -8.3% | 242 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $12,000 | -14.3% | 242 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | -6.7% | 242 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | 0.0% | 242 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $15,000 | -6.2% | 242 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | +6.7% | 242 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $15,000 | 0.0% | 242 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +15.4% | 242 | 0.0% | 0.00% | -20.0% |
| Q3 2020 | $13,000 | +8.3% | 242 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $12,000 | +20.0% | 242 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $10,000 | -23.1% | 242 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $13,000 | 0.0% | 242 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $13,000 | 0.0% | 242 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $13,000 | 0.0% | 242 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $13,000 | +160.0% | 242 | +124.1% | 0.01% | +66.7% |
| Q4 2018 | $5,000 | -16.7% | 108 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | +200.0% | 108 | +96.4% | 0.00% | +200.0% |
| Q3 2015 | $2,000 | -33.3% | 55 | 0.0% | 0.00% | -50.0% |
| Q2 2015 | $3,000 | – | 55 | – | 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% |