VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $242,425 | +19.5% | 4,391 | +12.0% | 0.02% | +14.3% |
| Q4 2022 | $202,787 | +51238.5% | 3,921 | -54.6% | 0.01% | -54.8% |
| Q3 2022 | $395 | -6.6% | 8,637 | +5.3% | 0.03% | -6.1% |
| Q2 2022 | $423 | -40.8% | 8,205 | -31.5% | 0.03% | -31.2% |
| Q1 2022 | $715 | -25.8% | 11,977 | -21.0% | 0.05% | -36.0% |
| Q4 2021 | $964 | +15.7% | 15,168 | +15.2% | 0.08% | -7.4% |
| Q3 2021 | $833 | -0.4% | 13,167 | +3.5% | 0.08% | -18.2% |
| Q2 2021 | $836 | +17.7% | 12,726 | +12.4% | 0.10% | -10.0% |
| Q1 2021 | $710 | +8.2% | 11,323 | +3.9% | 0.11% | -16.0% |
| Q4 2020 | $656 | +13.9% | 10,898 | -1.2% | 0.13% | -5.1% |
| Q3 2020 | $576 | -99.9% | 11,034 | -5.6% | 0.14% | -5.5% |
| Q2 2020 | $575,000 | -74.4% | 11,691 | -78.2% | 0.15% | -74.8% |
| Q1 2020 | $2,248,000 | +385.5% | 53,577 | +545.0% | 0.58% | +413.3% |
| Q4 2019 | $463,000 | +1.3% | 8,307 | -6.1% | 0.11% | -2.6% |
| Q3 2019 | $457,000 | -2.4% | 8,850 | -0.2% | 0.12% | -18.9% |
| Q2 2019 | $468,000 | -8.8% | 8,864 | -10.2% | 0.14% | -23.9% |
| Q1 2019 | $513,000 | +5.1% | 9,875 | -4.5% | 0.19% | -33.8% |
| Q4 2018 | $488,000 | – | 10,344 | – | 0.28% | – |
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% |