VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 435 filers reported holding VANGUARD STAR FDS in Q2 2019. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $464,346 | -4.4% | 8,676 | +0.2% | 0.19% | -1.0% |
Q2 2023 | $485,622 | +2.7% | 8,659 | +1.1% | 0.19% | -0.5% |
Q1 2023 | $472,797 | +7.0% | 8,564 | +0.2% | 0.20% | -1.5% |
Q4 2022 | $441,907 | +14.5% | 8,544 | +1.2% | 0.20% | +13.1% |
Q3 2022 | $386,000 | -17.3% | 8,442 | -6.8% | 0.18% | -13.8% |
Q2 2022 | $467,000 | -12.7% | 9,057 | +1.1% | 0.20% | -7.7% |
Q1 2022 | $535,000 | -6.6% | 8,956 | -0.7% | 0.22% | -7.9% |
Q4 2021 | $573,000 | -2.2% | 9,020 | -2.7% | 0.24% | -0.4% |
Q3 2021 | $586,000 | -3.3% | 9,270 | +0.5% | 0.24% | -5.1% |
Q2 2021 | $606,000 | +5.6% | 9,220 | +0.8% | 0.25% | +2.0% |
Q1 2021 | $574,000 | +4.6% | 9,149 | +0.3% | 0.25% | -6.4% |
Q4 2020 | $549,000 | +16.6% | 9,126 | +1.0% | 0.26% | -6.7% |
Q3 2020 | $471,000 | +6.8% | 9,037 | +0.7% | 0.28% | -8.4% |
Q2 2020 | $441,000 | +6.5% | 8,977 | -9.1% | 0.31% | -22.9% |
Q1 2020 | $414,000 | -24.6% | 9,877 | +0.3% | 0.40% | -29.1% |
Q4 2019 | $549,000 | +9.1% | 9,852 | +1.1% | 0.57% | -1.7% |
Q3 2019 | $503,000 | -5.3% | 9,742 | -3.3% | 0.58% | -2.5% |
Q2 2019 | $531,000 | -89.7% | 10,071 | +1.2% | 0.59% | +5.3% |
Q1 2019 | $5,167,000 | +1001.7% | 9,955 | +0.3% | 0.56% | +21.6% |
Q4 2018 | $469,000 | -11.2% | 9,923 | +1.5% | 0.46% | -6.1% |
Q3 2018 | $528,000 | -0.2% | 9,772 | 0.0% | 0.49% | -1.4% |
Q2 2018 | $529,000 | -2.9% | 9,772 | +1.4% | 0.50% | -15.1% |
Q1 2018 | $545,000 | -1.4% | 9,640 | -1.0% | 0.59% | +9.9% |
Q4 2017 | $553,000 | -2.6% | 9,740 | -6.2% | 0.54% | +24.7% |
Q3 2017 | $568,000 | +5.8% | 10,383 | +0.5% | 0.43% | +10.3% |
Q2 2017 | $537,000 | +5.7% | 10,327 | +1.1% | 0.39% | +21.9% |
Q1 2017 | $508,000 | +8.8% | 10,218 | +0.3% | 0.32% | -2.1% |
Q4 2016 | $467,000 | – | 10,185 | – | 0.33% | – |
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% |