VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $292,000 | -17.7% | 4,882 | -12.6% | 0.14% | -11.3% |
| Q4 2021 | $355,000 | 0.0% | 5,585 | +2.3% | 0.16% | -5.4% |
| Q3 2021 | $355,000 | +11.6% | 5,460 | +12.9% | 0.17% | +0.6% |
| Q2 2021 | $318,000 | +8.9% | 4,837 | +3.8% | 0.17% | -1.8% |
| Q1 2021 | $292,000 | -9.6% | 4,658 | -9.9% | 0.17% | -11.0% |
| Q4 2020 | $323,000 | +17.9% | 5,170 | +3.1% | 0.19% | +11.0% |
| Q3 2020 | $274,000 | +5.0% | 5,016 | +0.6% | 0.17% | -3.9% |
| Q2 2020 | $261,000 | +24.3% | 4,984 | -0.6% | 0.18% | -12.3% |
| Q1 2020 | $210,000 | -36.0% | 5,014 | -15.0% | 0.20% | -29.9% |
| Q4 2019 | $328,000 | – | 5,897 | – | 0.29% | – |
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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% |