VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,270,490 | -1.6% | 117,162 | +3.1% | 3.85% | -2.7% |
| Q2 2023 | $6,369,825 | +1.0% | 113,585 | -0.6% | 3.95% | -6.1% |
| Q1 2023 | $6,306,783 | +7.2% | 114,233 | +0.4% | 4.21% | -1.5% |
| Q4 2022 | $5,885,406 | +12.4% | 113,794 | -0.5% | 4.27% | +18.7% |
| Q3 2022 | $5,236,000 | +6.2% | 114,397 | +19.8% | 3.60% | +6.7% |
| Q2 2022 | $4,930,000 | -61.1% | 95,520 | -54.9% | 3.37% | -28.8% |
| Q1 2022 | $12,664,000 | +107.4% | 211,988 | +120.7% | 4.74% | -2.5% |
| Q4 2021 | $6,105,000 | +4.6% | 96,031 | +4.0% | 4.86% | -4.9% |
| Q3 2021 | $5,838,000 | -0.6% | 92,294 | +3.2% | 5.11% | -9.3% |
| Q2 2021 | $5,874,000 | +7.8% | 89,434 | +2.9% | 5.63% | -4.1% |
| Q1 2021 | $5,447,000 | – | 86,881 | – | 5.87% | – |
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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% |