VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,509,304 | +88.6% | 140,308 | +97.6% | 0.48% | -2.0% |
Q2 2023 | $3,982,589 | -50.3% | 71,016 | -50.8% | 0.49% | -5.6% |
Q1 2023 | $8,011,739 | +109.6% | 144,387 | +95.3% | 0.52% | +1.8% |
Q4 2022 | $3,822,974 | -3.6% | 73,917 | -4.6% | 0.51% | -1.0% |
Q3 2022 | $3,965,000 | -15.0% | 77,516 | -10.1% | 0.51% | -11.8% |
Q2 2022 | $4,664,000 | +2.1% | 86,209 | -0.2% | 0.58% | -3.3% |
Q1 2022 | $4,568,000 | -14.7% | 86,343 | +2.5% | 0.60% | +1.2% |
Q4 2021 | $5,354,000 | -2.2% | 84,226 | +0.8% | 0.60% | -4.0% |
Q3 2021 | $5,475,000 | -3.4% | 83,583 | -3.3% | 0.62% | -5.3% |
Q2 2021 | $5,668,000 | +1.5% | 86,430 | -0.2% | 0.66% | -3.4% |
Q1 2021 | $5,582,000 | +0.1% | 86,623 | -0.5% | 0.68% | -7.7% |
Q4 2020 | $5,579,000 | +20.8% | 87,063 | -1.7% | 0.74% | +5.4% |
Q3 2020 | $4,619,000 | +6.5% | 88,539 | +0.4% | 0.70% | -3.6% |
Q2 2020 | $4,338,000 | +8.0% | 88,218 | -7.9% | 0.72% | -8.1% |
Q1 2020 | $4,018,000 | -25.2% | 95,760 | -0.8% | 0.79% | -8.1% |
Q4 2019 | $5,375,000 | +9.8% | 96,525 | +1.8% | 0.86% | +0.1% |
Q3 2019 | $4,896,000 | -5.4% | 94,778 | -3.4% | 0.86% | -7.9% |
Q2 2019 | $5,173,000 | -6.7% | 98,066 | -8.2% | 0.93% | -10.0% |
Q1 2019 | $5,544,000 | +12.3% | 106,817 | +2.2% | 1.03% | +1.2% |
Q4 2018 | $4,936,000 | -21.1% | 104,538 | -9.8% | 1.02% | -16.8% |
Q3 2018 | $6,256,000 | +0.2% | 115,844 | +0.4% | 1.23% | -7.1% |
Q2 2018 | $6,242,000 | -5.4% | 115,379 | -1.1% | 1.32% | -7.7% |
Q1 2018 | $6,595,000 | +4.5% | 116,621 | +5.0% | 1.43% | +6.1% |
Q4 2017 | $6,309,000 | +2.9% | 111,046 | -0.9% | 1.35% | -2.4% |
Q3 2017 | $6,132,000 | -0.3% | 112,046 | -5.4% | 1.38% | -2.8% |
Q2 2017 | $6,153,000 | -1.4% | 118,393 | -5.8% | 1.42% | -4.1% |
Q1 2017 | $6,243,000 | +8.9% | 125,669 | +0.6% | 1.48% | -0.1% |
Q4 2016 | $5,732,000 | -14.1% | 124,924 | -11.6% | 1.48% | -18.0% |
Q3 2016 | $6,671,000 | -3.0% | 141,296 | -8.6% | 1.81% | -5.3% |
Q2 2016 | $6,874,000 | -10.2% | 154,552 | -9.3% | 1.91% | -13.9% |
Q1 2016 | $7,657,000 | -0.0% | 170,466 | +0.4% | 2.22% | -2.8% |
Q4 2015 | $7,658,000 | +210.9% | 169,757 | +205.4% | 2.28% | +178.6% |
Q3 2015 | $2,463,000 | +255.9% | 55,584 | +304.3% | 0.82% | +275.7% |
Q2 2015 | $692,000 | – | 13,747 | – | 0.22% | – |
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% |