RETIREMENT CAPITAL STRATEGIES - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 148 filers reported holding VANGUARD STAR FDS in Q3 2015. The put-call ratio across all filers is 2.62 and the average weighting 1.1%.

Quarter-by-quarter ownership
RETIREMENT CAPITAL STRATEGIES ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2022$217,000
-99.2%
4,208
-99.2%
0.10%
-99.3%
Q4 2019$28,847,000
+6.6%
517,991
-1.1%
13.71%
+0.8%
Q3 2019$27,070,000
-0.5%
524,010
+1.6%
13.61%
+0.3%
Q2 2019$27,207,000
-1.7%
515,755
-3.3%
13.57%
-3.0%
Q1 2019$27,669,000
+24.7%
533,128
+13.5%
13.99%
+12.4%
Q4 2018$22,182,000
+1.7%
469,750
+16.3%
12.44%
+15.6%
Q3 2018$21,807,000
-1.4%
403,829
-1.2%
10.76%
-7.7%
Q2 2018$22,107,000
-4.8%
408,634
-0.5%
11.66%
-4.5%
Q1 2018$23,225,000
-1.8%
410,705
-1.4%
12.21%
-0.5%
Q4 2017$23,661,000
+2.2%
416,487
-1.2%
12.27%
-1.7%
Q3 2017$23,150,000
+4.3%
421,364
-1.5%
12.48%
+0.0%
Q2 2017$22,203,000
+2.7%
427,976
-2.0%
12.48%
+1.8%
Q1 2017$21,612,000
+6.2%
436,702
-0.9%
12.26%
+4.2%
Q4 2016$20,355,000
-1.8%
440,492
+0.3%
11.77%
-1.3%
Q3 2016$20,731,000
+6.3%
439,121
+0.2%
11.92%
+3.9%
Q2 2016$19,498,000
-1.0%
438,344
-0.1%
11.48%
+0.1%
Q1 2016$19,704,000
+2.7%
438,646
+3.2%
11.46%
-2.5%
Q4 2015$19,181,000
+2.1%
425,195
+0.3%
11.75%
-0.9%
Q3 2015$18,791,000
-10.5%
423,985
+1.6%
11.86%
-7.1%
Q2 2015$20,994,000
+6.8%
417,123
+6.8%
12.77%
+10.8%
Q1 2015$19,663,000
+3.8%
390,528
-0.3%
11.53%
+2.1%
Q4 2014$18,935,000391,71411.29%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2015
NameSharesValueWeighting ↓
Sageworth Trust Co of South Dakota 63,234$3,804,00026.99%
Sageworth Trust Co 4,332,159$260,623,00023.73%
Mosaic Advisors LLC 411,977$24,785,00022.68%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 487,362$29,320,00017.39%
Hemington Wealth Management 577,028$34,714,00016.08%
UNIVEST FINANCIAL Corp 792,141$47,655,00013.83%
PFM Asset Management LLC 7,934,518$477,341,00011.89%
FLOW TRADERS U.S. LLC 2,558,640$153,928,00010.54%
Sunflower Bank, N.A. 1,002,757$60,326,00010.36%
SVA Wealth Management, LLC 1,928,011$115,989,00010.11%
View complete list of VANGUARD STAR FDS shareholders