VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 185 filers reported holding VANGUARD STAR FDS in Q1 2016. The put-call ratio across all filers is 0.41 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $133,000 | -1.5% | 2,567 | 0.0% | 0.10% | +1.0% |
| Q2 2019 | $135,000 | +7.1% | 2,567 | +5.3% | 0.10% | +4.0% |
| Q1 2019 | $126,000 | +9.6% | 2,437 | 0.0% | 0.10% | +13.8% |
| Q4 2018 | $115,000 | -25.8% | 2,437 | -15.3% | 0.09% | -13.9% |
| Q3 2018 | $155,000 | -4.9% | 2,876 | -4.7% | 0.10% | -15.1% |
| Q2 2018 | $163,000 | -15.5% | 3,017 | -11.8% | 0.12% | +60.8% |
| Q1 2018 | $193,000 | -10.6% | 3,421 | -10.1% | 0.07% | +10.4% |
| Q4 2017 | $216,000 | -44.8% | 3,807 | -46.8% | 0.07% | -47.2% |
| Q3 2017 | $391,000 | -4.2% | 7,153 | -8.8% | 0.13% | -10.6% |
| Q2 2017 | $408,000 | +7.1% | 7,843 | +2.2% | 0.14% | -6.0% |
| Q1 2017 | $381,000 | +27.0% | 7,673 | +17.3% | 0.15% | +36.0% |
| Q4 2016 | $300,000 | +6.4% | 6,541 | +9.3% | 0.11% | +7.8% |
| Q3 2016 | $282,000 | -6.3% | 5,982 | -11.6% | 0.10% | -27.0% |
| Q2 2016 | $301,000 | -26.2% | 6,764 | -25.6% | 0.14% | -19.4% |
| Q1 2016 | $408,000 | -61.1% | 9,091 | -60.9% | 0.18% | -67.8% |
| Q4 2015 | $1,048,000 | +0.2% | 23,226 | -1.6% | 0.54% | -8.9% |
| Q3 2015 | $1,046,000 | -9.8% | 23,598 | +2.4% | 0.60% | +6.0% |
| Q2 2015 | $1,160,000 | +1121.1% | 23,046 | +1122.0% | 0.56% | +942.6% |
| Q1 2015 | $95,000 | +4.4% | 1,886 | 0.0% | 0.05% | -20.6% |
| Q4 2014 | $91,000 | – | 1,886 | – | 0.07% | – |
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% |