VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 397 filers reported holding VANGUARD STAR FDS in Q3 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,165,000 | +13.3% | 35,977 | -1.8% | 0.32% | +0.6% |
| Q3 2020 | $1,911,000 | +3.7% | 36,619 | -2.3% | 0.32% | -6.2% |
| Q2 2020 | $1,843,000 | -18.8% | 37,472 | -30.8% | 0.34% | -35.4% |
| Q1 2020 | $2,271,000 | -38.4% | 54,129 | -18.2% | 0.52% | -15.5% |
| Q4 2019 | $3,687,000 | +18.6% | 66,208 | +10.0% | 0.62% | +16.2% |
| Q3 2019 | $3,109,000 | +8.4% | 60,190 | +10.7% | 0.53% | -15.4% |
| Q2 2019 | $2,869,000 | +11.9% | 54,380 | +10.1% | 0.63% | -0.3% |
| Q1 2019 | $2,564,000 | +44.9% | 49,406 | +31.8% | 0.63% | +21.1% |
| Q4 2018 | $1,769,000 | +5.8% | 37,477 | +21.0% | 0.52% | +27.1% |
| Q3 2018 | $1,672,000 | +2.8% | 30,964 | +2.9% | 0.41% | -5.5% |
| Q2 2018 | $1,627,000 | +693.7% | 30,091 | +734.0% | 0.43% | +635.6% |
| Q4 2017 | $205,000 | – | 3,608 | – | 0.06% | – |
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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% |