VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,732,000 | -15.3% | 41,268 | +12.3% | 1.30% | +0.5% |
| Q4 2019 | $2,046,000 | +7.4% | 36,734 | -0.4% | 1.30% | -6.6% |
| Q3 2019 | $1,905,000 | +2.8% | 36,880 | +5.0% | 1.39% | -1.1% |
| Q2 2019 | $1,854,000 | +13.3% | 35,138 | +11.5% | 1.40% | -0.7% |
| Q1 2019 | $1,636,000 | – | 31,514 | – | 1.41% | – |
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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% |