VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,187 | -4.8% | 78,247 | -0.3% | 2.71% | -5.7% |
| Q2 2023 | $4,399 | +2.3% | 78,448 | +0.7% | 2.88% | -0.5% |
| Q1 2023 | $4,300 | +6.0% | 77,902 | -0.7% | 2.89% | +1.0% |
| Q4 2022 | $4,057 | -99.9% | 78,456 | +6.3% | 2.86% | +12.9% |
| Q3 2022 | $3,379,000 | -13.4% | 73,822 | -2.3% | 2.53% | -8.4% |
| Q2 2022 | $3,900,000 | +11.3% | 75,574 | +28.8% | 2.76% | +20.9% |
| Q1 2022 | $3,504,000 | -5.5% | 58,659 | +0.6% | 2.29% | -2.6% |
| Q4 2021 | $3,708,000 | – | 58,333 | – | 2.35% | – |
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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% |