VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 397 filers reported holding VANGUARD STAR FDS in Q3 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,603 | -4.6% | 4,944 | 0.0% | 0.04% | +4.9% |
| Q2 2023 | $277,260 | -63.9% | 4,944 | -72.9% | 0.04% | -94.7% |
| Q1 2020 | $767,000 | -82.2% | 18,273 | -76.3% | 0.77% | -71.8% |
| Q4 2019 | $4,298,000 | +7.7% | 77,179 | -0.1% | 2.73% | -8.6% |
| Q3 2019 | $3,990,000 | +4.1% | 77,230 | +6.3% | 2.98% | +15.2% |
| Q2 2019 | $3,832,000 | -55.7% | 72,643 | -56.4% | 2.59% | -7.7% |
| Q1 2019 | $8,646,000 | +128.5% | 166,578 | +107.9% | 2.81% | -2.2% |
| Q4 2018 | $3,783,000 | -12.2% | 80,108 | +0.9% | 2.87% | +35.2% |
| Q3 2018 | $4,310,000 | +7.5% | 79,417 | +7.2% | 2.12% | -29.1% |
| Q2 2018 | $4,009,000 | -11.0% | 74,104 | -6.2% | 3.00% | -10.0% |
| Q1 2018 | $4,506,000 | +31.6% | 78,975 | +31.0% | 3.33% | -0.3% |
| Q4 2017 | $3,424,000 | +48.2% | 60,284 | +42.8% | 3.34% | +29.7% |
| Q3 2017 | $2,310,000 | +103.7% | 42,210 | +93.4% | 2.57% | +77.8% |
| Q2 2017 | $1,134,000 | +84.1% | 21,824 | +75.9% | 1.45% | +73.9% |
| Q1 2017 | $616,000 | +409.1% | 12,404 | +366.8% | 0.83% | +404.2% |
| Q4 2016 | $121,000 | – | 2,657 | – | 0.16% | – |
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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% |