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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $287,486 | -4.4% | 5,372 | +0.2% | 0.55% | -2.0% |
Q2 2023 | $300,569 | +2.9% | 5,360 | +1.3% | 0.56% | +17.8% |
Q1 2023 | $292,024 | +7.4% | 5,289 | +0.6% | 0.47% | +31.8% |
Q4 2022 | $272,000 | +14.8% | 5,258 | +1.3% | 0.36% | +12.5% |
Q3 2022 | $237,000 | -10.9% | 5,188 | +0.5% | 0.32% | +13.1% |
Q2 2022 | $266,000 | -12.8% | 5,160 | +1.1% | 0.28% | -2.1% |
Q1 2022 | $305,000 | -3.8% | 5,104 | +1.9% | 0.29% | -8.0% |
Q4 2021 | $317,000 | – | 5,009 | – | 0.31% | – |
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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% |