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 | $260,431 | -5.2% | 4,899 | 0.0% | 0.04% | -5.4% |
| Q2 2023 | $274,736 | +11.5% | 4,899 | +9.7% | 0.04% | -2.6% |
| Q1 2023 | $246,457 | +1.8% | 4,464 | -4.6% | 0.04% | +2.7% |
| Q4 2022 | $242,050 | +227.1% | 4,680 | +226.1% | 0.04% | +236.4% |
| Q2 2022 | $74,000 | -14.0% | 1,435 | 0.0% | 0.01% | -8.3% |
| Q1 2022 | $86,000 | -11.3% | 1,435 | -6.2% | 0.01% | -14.3% |
| Q4 2021 | $97,000 | 0.0% | 1,530 | 0.0% | 0.01% | -6.7% |
| Q3 2021 | $97,000 | -2.0% | 1,530 | +1.4% | 0.02% | -6.2% |
| Q2 2021 | $99,000 | +4.2% | 1,509 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $95,000 | +4.4% | 1,509 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $91,000 | – | 1,509 | – | 0.02% | – |
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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% |