VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $24,193,758 | -3.7% | 452,051 | +0.9% | 2.66% | -1.8% |
Q2 2023 | $25,114,949 | +3.6% | 447,841 | +2.0% | 2.72% | -2.1% |
Q1 2023 | $24,247,238 | +7.7% | 439,182 | +0.9% | 2.77% | -0.8% |
Q4 2022 | $22,516,162 | +31.1% | 435,347 | +16.0% | 2.79% | +17.7% |
Q3 2022 | $17,170,000 | +3.4% | 375,156 | +16.6% | 2.37% | +0.2% |
Q2 2022 | $16,607,000 | +0.8% | 321,780 | +9.1% | 2.37% | +4.8% |
Q1 2022 | $16,473,000 | +3.8% | 294,900 | +18.1% | 2.26% | +7.4% |
Q4 2021 | $15,876,000 | +4.4% | 249,742 | +3.9% | 2.11% | -5.9% |
Q3 2021 | $15,208,000 | +0.7% | 240,418 | +3.3% | 2.24% | -4.1% |
Q2 2021 | $15,108,000 | -4.1% | 232,659 | -7.4% | 2.33% | -4.5% |
Q1 2021 | $15,756,000 | +2.8% | 251,294 | +3.0% | 2.44% | -3.2% |
Q4 2020 | $15,325,000 | +25.4% | 244,028 | +4.2% | 2.52% | +4.6% |
Q3 2020 | $12,223,000 | +1.6% | 234,294 | +2.6% | 2.41% | -2.8% |
Q2 2020 | $12,026,000 | +201.1% | 228,458 | +140.0% | 2.48% | +143.9% |
Q1 2020 | $3,994,000 | – | 95,202 | – | 1.02% | – |
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% |