VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 26 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,600,896 | -3.6% | 29,912 | +1.0% | 0.75% | -4.4% |
| Q2 2023 | $1,660,534 | +15.0% | 29,610 | +13.2% | 0.79% | +5.4% |
| Q1 2023 | $1,443,967 | -4.2% | 26,154 | -10.2% | 0.75% | -8.8% |
| Q4 2022 | $1,507,074 | +77.5% | 29,139 | +57.1% | 0.82% | +62.5% |
| Q3 2022 | $849,000 | -58.0% | 18,544 | -52.6% | 0.50% | -55.6% |
| Q2 2022 | $2,021,000 | -10.1% | 39,160 | +4.0% | 1.14% | -11.7% |
| Q1 2022 | $2,249,000 | -7.9% | 37,647 | -2.1% | 1.29% | -11.4% |
| Q4 2021 | $2,443,000 | – | 38,436 | – | 1.45% | – |
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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% |