VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 425 filers reported holding VANGUARD STAR FDS in Q3 2019. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,634,164 | +2.3% | 180,011 | +7.2% | 0.06% | +1.8% |
| Q2 2023 | $9,413,279 | +36.1% | 167,854 | +34.0% | 0.06% | +26.7% |
| Q1 2023 | $6,916,980 | +22.4% | 125,285 | +14.7% | 0.04% | +9.8% |
| Q4 2022 | $5,650,321 | -2.2% | 109,248 | -13.5% | 0.04% | -10.9% |
| Q3 2022 | $5,777,000 | +19.0% | 126,226 | +34.1% | 0.05% | +17.9% |
| Q2 2022 | $4,856,000 | +32.5% | 94,096 | +53.4% | 0.04% | +56.0% |
| Q1 2022 | $3,664,000 | -17.6% | 61,326 | -12.3% | 0.02% | -19.4% |
| Q4 2021 | $4,447,000 | +12.2% | 69,950 | +11.7% | 0.03% | -6.1% |
| Q3 2021 | $3,962,000 | -3.0% | 62,629 | +0.7% | 0.03% | -8.3% |
| Q2 2021 | $4,084,000 | +23.9% | 62,177 | +18.3% | 0.04% | +9.1% |
| Q1 2021 | $3,295,000 | +11.6% | 52,548 | +7.1% | 0.03% | 0.0% |
| Q4 2020 | $2,952,000 | +14.1% | 49,076 | -1.1% | 0.03% | -10.8% |
| Q3 2020 | $2,588,000 | +2.7% | 49,604 | -3.2% | 0.04% | -5.1% |
| Q2 2020 | $2,519,000 | +1045.0% | 51,234 | +875.1% | 0.04% | +680.0% |
| Q1 2020 | $220,000 | -84.8% | 5,254 | -79.8% | 0.01% | -83.9% |
| Q4 2019 | $1,451,000 | +301.9% | 26,057 | +273.4% | 0.03% | +210.0% |
| Q3 2019 | $361,000 | +18.4% | 6,979 | +18.8% | 0.01% | -52.4% |
| Q1 2019 | $305,000 | – | 5,873 | – | 0.02% | – |
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% |