VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,719,874 | -6.6% | 723,466 | -2.1% | 12.92% | +3.1% |
| Q2 2023 | $41,448,364 | -0.6% | 739,094 | -2.1% | 12.54% | -3.6% |
| Q1 2023 | $41,698,291 | +2.7% | 755,267 | -3.8% | 13.01% | +1.8% |
| Q4 2022 | $40,593,218 | +19.2% | 784,865 | +5.5% | 12.78% | +14.8% |
| Q3 2022 | $34,052,000 | -11.1% | 743,985 | +0.3% | 11.14% | -10.8% |
| Q2 2022 | $38,290,000 | -11.4% | 741,908 | +2.5% | 12.49% | +2.6% |
| Q1 2022 | $43,221,000 | -3.7% | 723,488 | +2.5% | 12.18% | +6.6% |
| Q4 2021 | $44,867,000 | -0.0% | 705,797 | -0.5% | 11.43% | -8.8% |
| Q3 2021 | $44,888,000 | -3.6% | 709,581 | +0.1% | 12.53% | -2.0% |
| Q2 2021 | $46,574,000 | -1.0% | 709,116 | -5.5% | 12.79% | -3.6% |
| Q1 2021 | $47,049,000 | -1.3% | 750,386 | -5.3% | 13.26% | -4.1% |
| Q4 2020 | $47,655,000 | +10.1% | 792,141 | -4.5% | 13.83% | +1.0% |
| Q3 2020 | $43,266,000 | +2.2% | 829,322 | -3.6% | 13.69% | -1.9% |
| Q2 2020 | $42,318,000 | +26.1% | 860,648 | +7.6% | 13.96% | +4.9% |
| Q1 2020 | $33,552,000 | -16.2% | 799,612 | +3.1% | 13.32% | +3.7% |
| Q3 2019 | $40,057,000 | -2.7% | 775,400 | -0.7% | 12.84% | -1.4% |
| Q2 2019 | $41,170,000 | +2.0% | 780,474 | +0.4% | 13.03% | -1.5% |
| Q1 2019 | $40,363,000 | +13.2% | 777,700 | +3.0% | 13.23% | +0.6% |
| Q4 2018 | $35,669,000 | -11.4% | 755,375 | +1.3% | 13.14% | +7.0% |
| Q3 2018 | $40,274,000 | – | 745,810 | – | 12.28% | – |
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% |