VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,550,956 | -7.0% | 28,979 | -2.5% | 0.28% | -18.6% |
| Q2 2023 | $1,667,202 | +1.6% | 29,729 | 0.0% | 0.34% | -6.6% |
| Q1 2023 | $1,641,338 | +6.7% | 29,729 | 0.0% | 0.36% | -1.1% |
| Q4 2022 | $1,537,584 | +13.0% | 29,729 | 0.0% | 0.37% | -44.5% |
| Q3 2022 | $1,361,000 | -11.3% | 29,729 | 0.0% | 0.66% | -9.2% |
| Q2 2022 | $1,534,000 | -16.2% | 29,729 | -2.9% | 0.73% | -7.8% |
| Q1 2022 | $1,830,000 | -3.2% | 30,630 | +3.0% | 0.79% | +7.1% |
| Q4 2021 | $1,890,000 | +0.5% | 29,729 | 0.0% | 0.74% | -33.4% |
| Q3 2021 | $1,881,000 | -3.7% | 29,729 | 0.0% | 1.10% | -1.0% |
| Q2 2021 | $1,953,000 | -40.6% | 29,729 | -43.3% | 1.12% | -41.1% |
| Q1 2021 | $3,289,000 | +4.2% | 52,450 | 0.0% | 1.89% | -18.2% |
| Q4 2020 | $3,155,000 | +15.3% | 52,450 | 0.0% | 2.31% | +12.9% |
| Q3 2020 | $2,736,000 | -5.4% | 52,450 | -10.8% | 2.05% | -12.2% |
| Q2 2020 | $2,892,000 | +1168.4% | 58,810 | +982.1% | 2.33% | +918.8% |
| Q1 2020 | $228,000 | – | 5,435 | – | 0.23% | – |
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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% |