VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $46,000 | -13.2% | 892 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $53,000 | -7.0% | 892 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $57,000 | +1.0% | 892 | 0.0% | 0.00% | +50.0% |
| Q3 2021 | $56,428 | -3.7% | 892 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $58,587 | +4.8% | 892 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $55,928 | +4.2% | 892 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $53,663 | +15.3% | 892 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $46,536 | +6.1% | 892 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $43,860 | +17.2% | 892 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $37,428 | -24.7% | 892 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $49,675 | +7.8% | 892 | 0.0% | 0.00% | -20.0% |
| Q3 2019 | $46,081 | -2.1% | 892 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $47,053 | +1.6% | 892 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $46,295 | +9.9% | 892 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $42,120 | -34.9% | 892 | -25.5% | 0.01% | -28.6% |
| Q3 2018 | $64,692 | -0.2% | 1,198 | 0.0% | 0.01% | -12.5% |
| Q2 2018 | $64,812 | – | 1,198 | – | 0.01% | – |
Download | ||||||
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% |