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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $127,752 | -4.6% | 2,387 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $133,863 | +1.6% | 2,387 | 0.0% | 0.07% | -2.6% |
| Q1 2023 | $131,786 | +40.4% | 2,387 | +31.5% | 0.08% | +33.3% |
| Q4 2022 | $93,872 | +13.1% | 1,815 | 0.0% | 0.06% | +1.8% |
| Q3 2022 | $83,000 | -11.7% | 1,815 | 0.0% | 0.06% | -8.2% |
| Q2 2022 | $94,000 | -13.0% | 1,815 | 0.0% | 0.06% | -3.2% |
| Q1 2022 | $108,000 | -61.6% | 1,815 | -58.9% | 0.06% | -61.6% |
| Q4 2021 | $281,000 | +215.7% | 4,415 | +214.2% | 0.16% | +187.7% |
| Q3 2021 | $89,000 | -3.3% | 1,405 | 0.0% | 0.06% | -12.3% |
| Q2 2021 | $92,000 | +4.5% | 1,405 | 0.0% | 0.06% | -1.5% |
| Q1 2021 | $88,000 | +3.5% | 1,405 | 0.0% | 0.07% | -13.2% |
| Q4 2020 | $85,000 | – | 1,405 | – | 0.08% | – |
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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% |