VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,468,197 | -10.4% | 46,117 | -6.1% | 2.69% | -7.7% |
| Q2 2023 | $2,754,481 | +18.4% | 49,117 | +9.2% | 2.92% | +7.5% |
| Q4 2022 | $2,325,590 | +11.3% | 44,965 | -1.5% | 2.71% | +0.1% |
| Q3 2022 | $2,090,000 | -11.3% | 45,665 | +0.1% | 2.71% | -6.1% |
| Q2 2022 | $2,355,000 | -9.4% | 45,629 | +4.9% | 2.89% | +0.9% |
| Q1 2022 | $2,598,000 | -3.3% | 43,490 | +2.9% | 2.86% | +0.1% |
| Q4 2021 | $2,686,000 | +12.6% | 42,254 | +12.1% | 2.86% | +7.6% |
| Q3 2021 | $2,385,000 | +19.8% | 37,696 | +24.4% | 2.66% | +11.3% |
| Q2 2021 | $1,990,000 | +11.8% | 30,292 | +6.7% | 2.39% | +4.3% |
| Q1 2021 | $1,780,000 | +3.9% | 28,393 | -0.3% | 2.29% | +10.0% |
| Q4 2020 | $1,713,000 | +27.8% | 28,478 | +10.9% | 2.08% | +59.8% |
| Q3 2020 | $1,340,000 | +135.9% | 25,690 | +122.4% | 1.30% | +118.5% |
| Q2 2020 | $568,000 | -76.7% | 11,553 | -73.8% | 0.60% | -78.2% |
| Q1 2010 | $2,438,570 | – | 44,169 | – | 2.73% | – |
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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% |