VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,041,827 | -5.8% | 19,670 | -0.3% | 0.19% | -5.6% |
| Q2 2023 | $1,106,430 | +17.0% | 19,730 | +15.2% | 0.20% | +7.1% |
| Q1 2023 | $945,275 | +8.1% | 17,121 | +1.3% | 0.18% | -1.1% |
| Q4 2022 | $874,193 | -3.1% | 16,903 | -14.4% | 0.19% | -13.5% |
| Q3 2022 | $902,000 | -24.2% | 19,752 | -14.4% | 0.22% | -24.0% |
| Q2 2022 | $1,190,000 | -10.0% | 23,080 | +4.4% | 0.28% | +6.8% |
| Q1 2022 | $1,322,000 | +2.2% | 22,100 | +8.7% | 0.26% | +2.3% |
| Q4 2021 | $1,294,000 | +8.5% | 20,340 | +7.8% | 0.26% | -29.8% |
| Q3 2021 | $1,193,000 | +10.2% | 18,861 | +14.4% | 0.37% | +15.7% |
| Q2 2021 | $1,083,000 | +18.9% | 16,492 | +8.7% | 0.32% | -10.9% |
| Q4 2020 | $911,000 | +20.3% | 15,170 | +4.7% | 0.36% | -9.8% |
| Q3 2020 | $757,000 | +10.8% | 14,487 | +4.3% | 0.40% | -16.6% |
| Q2 2020 | $683,000 | +4.4% | 13,885 | -10.9% | 0.48% | -26.4% |
| Q1 2020 | $654,000 | +2.3% | 15,588 | +35.8% | 0.65% | +20.7% |
| Q4 2019 | $639,000 | – | 11,479 | – | 0.54% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sageworth Trust Co | 3,862,375 | $208,954,000 | 29.89% |
| Berman Capital Advisors, LLC | 761,717 | $41,208,000 | 14.34% |
| Lee Financial Group Hawaii, Inc. | 277,150 | $14,994,000 | 13.88% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 327,380 | $17,711,000 | 13.80% |
| Boothe Investment Group, Inc. | 240,315 | $13,001,000 | 12.16% |
| RETIREMENT CAPITAL STRATEGIES | 408,634 | $22,107,000 | 11.66% |
| Coyle Financial Counsel LLC | 177,669 | $9,612,000 | 9.01% |
| FIDUCIENT ADVISORS LLC | 566,580 | $30,652,000 | 8.90% |
| Sigma Investment Management Co | 186,466 | $10,088,000 | 8.37% |
| Cedar Wealth Management, LLC | 265,408 | $14,359,000 | 8.06% |