VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,808,601 | -0.8% | 33,793 | +3.9% | 0.06% | -8.1% |
| Q2 2023 | $1,823,497 | -12.5% | 32,516 | -13.9% | 0.06% | -25.3% |
| Q1 2023 | $2,085,021 | +8.4% | 37,765 | +1.6% | 0.08% | -14.4% |
| Q4 2022 | $1,923,371 | +45.5% | 37,188 | +28.7% | 0.10% | +26.0% |
| Q3 2022 | $1,322,000 | -6.1% | 28,889 | +5.9% | 0.08% | -3.8% |
| Q2 2022 | $1,408,000 | -6.5% | 27,278 | +8.2% | 0.08% | +6.7% |
| Q1 2022 | $1,506,000 | +6.9% | 25,210 | +13.7% | 0.08% | +11.9% |
| Q4 2021 | $1,409,000 | +10.5% | 22,165 | +10.0% | 0.07% | -5.6% |
| Q3 2021 | $1,275,000 | +10.7% | 20,159 | +15.0% | 0.07% | +1.4% |
| Q2 2021 | $1,152,000 | +21.0% | 17,534 | +15.5% | 0.07% | +6.1% |
| Q1 2021 | $952,000 | +15.8% | 15,183 | +11.8% | 0.07% | +8.2% |
| Q4 2020 | $822,000 | -99.8% | 13,583 | +38.7% | 0.06% | +38.6% |
| Q3 2020 | $511,000,000 | – | 9,796 | – | 0.04% | – |
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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% |