VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18 | -100.0% | 351 | -99.7% | 0.02% | -99.6% |
| Q2 2022 | $5,331,000 | -12.6% | 103,296 | +1.1% | 3.50% | -0.3% |
| Q1 2022 | $6,103,000 | -15.3% | 102,160 | -9.8% | 3.51% | -10.5% |
| Q4 2021 | $7,203,000 | +37.3% | 113,309 | +36.6% | 3.92% | +13.6% |
| Q3 2021 | $5,246,000 | +22.5% | 82,933 | +27.2% | 3.45% | +20.9% |
| Q2 2021 | $4,282,000 | +22.0% | 65,203 | +16.4% | 2.85% | +10.3% |
| Q1 2021 | $3,511,000 | +70.4% | 55,998 | +93230.0% | 2.58% | +96.3% |
| Q4 2020 | $2,060,000 | +535.8% | 60 | -99.0% | 1.32% | +462.4% |
| Q3 2020 | $324,000 | – | 6,221 | – | 0.23% | – |
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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% |