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 | $955,654 | -9.1% | 17,856 | -4.8% | 0.07% | -4.1% |
| Q2 2023 | $1,051,725 | -5.7% | 18,754 | -7.2% | 0.07% | -10.8% |
| Q1 2023 | $1,115,739 | +5.3% | 20,209 | -1.4% | 0.08% | +2.5% |
| Q4 2022 | $1,059,950 | -13.1% | 20,494 | -23.1% | 0.08% | -20.6% |
| Q3 2022 | $1,220,000 | -18.3% | 26,654 | -7.9% | 0.10% | -10.5% |
| Q2 2022 | $1,494,000 | -18.0% | 28,939 | -5.0% | 0.11% | -8.1% |
| Q1 2022 | $1,821,000 | -24.9% | 30,474 | -20.1% | 0.12% | -20.5% |
| Q4 2021 | $2,425,000 | +15.2% | 38,144 | +14.6% | 0.16% | +8.3% |
| Q3 2021 | $2,105,000 | -2.3% | 33,279 | +1.4% | 0.14% | -1.4% |
| Q2 2021 | $2,155,000 | +13.8% | 32,814 | +8.6% | 0.15% | +5.8% |
| Q1 2021 | $1,894,000 | +4.2% | 30,210 | 0.0% | 0.14% | -1.4% |
| Q4 2020 | $1,817,000 | +10.8% | 30,210 | -3.9% | 0.14% | -0.7% |
| Q3 2020 | $1,640,000 | +10.3% | 31,445 | +4.0% | 0.14% | +5.2% |
| Q2 2020 | $1,487,000 | – | 30,235 | – | 0.13% | – |
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% |