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 | $1,033,030 | -5.9% | 19,302 | -1.4% | 0.07% | -5.1% |
Q2 2023 | $1,097,580 | -8.6% | 19,572 | -10.0% | 0.08% | -9.3% |
Q1 2023 | $1,201,241 | +22.2% | 21,758 | +14.5% | 0.09% | +17.8% |
Q4 2022 | $982,774 | -26.0% | 19,002 | +37.2% | 0.07% | -33.6% |
Q3 2022 | $1,328,000 | +26.8% | 13,848 | -31.7% | 0.11% | +29.4% |
Q2 2022 | $1,047,000 | -11.0% | 20,281 | +3.0% | 0.08% | +10.4% |
Q1 2022 | $1,176,000 | +122.3% | 19,691 | +134.9% | 0.08% | +133.3% |
Q4 2021 | $529,000 | -56.6% | 8,382 | -56.5% | 0.03% | -59.8% |
Q3 2021 | $1,218,000 | +94.3% | 19,249 | +106.0% | 0.08% | +95.2% |
Q2 2021 | $627,000 | -72.8% | 9,346 | -74.6% | 0.04% | -74.4% |
Q1 2021 | $2,309,000 | -1.9% | 36,821 | -5.9% | 0.16% | +1.9% |
Q4 2020 | $2,353,000 | +14.0% | 39,112 | -1.2% | 0.16% | -8.5% |
Q3 2020 | $2,064,000 | +1.9% | 39,572 | -3.9% | 0.18% | -8.3% |
Q2 2020 | $2,025,000 | +25.4% | 41,185 | +7.0% | 0.19% | -16.5% |
Q1 2020 | $1,615,000 | +14.9% | 38,482 | +52.4% | 0.23% | +53.3% |
Q4 2019 | $1,406,000 | -0.1% | 25,250 | -7.3% | 0.15% | -6.8% |
Q3 2019 | $1,408,000 | -48.6% | 27,253 | -47.5% | 0.16% | -49.4% |
Q2 2019 | $2,740,000 | -2.5% | 51,945 | -4.0% | 0.32% | -8.9% |
Q1 2019 | $2,809,000 | +6.7% | 54,117 | -3.0% | 0.35% | -2.8% |
Q4 2018 | $2,633,000 | -14.3% | 55,763 | -2.0% | 0.36% | +4.7% |
Q3 2018 | $3,071,000 | +0.2% | 56,874 | -0.7% | 0.34% | -7.5% |
Q2 2018 | $3,065,000 | -22.4% | 57,253 | -18.0% | 0.37% | -27.7% |
Q1 2018 | $3,948,000 | +2.7% | 69,808 | +3.2% | 0.51% | -2.1% |
Q4 2017 | $3,843,000 | – | 67,649 | – | 0.52% | – |
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% |