VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,039 | -3.0% | 38,100 | +1.7% | 0.17% | +3.7% |
| Q2 2023 | $2,102 | +3.2% | 37,465 | +1.6% | 0.16% | -1.2% |
| Q1 2023 | $2,036 | +4.8% | 36,888 | -1.8% | 0.16% | +1.2% |
| Q4 2022 | $1,942 | -99.9% | 37,551 | -6.7% | 0.16% | -1.8% |
| Q3 2022 | $1,842,000 | -21.8% | 40,266 | -11.8% | 0.16% | -16.8% |
| Q2 2022 | $2,355,000 | -18.8% | 45,629 | -6.1% | 0.20% | -4.4% |
| Q1 2022 | $2,902,000 | -4.3% | 48,576 | +1.8% | 0.21% | +4.6% |
| Q4 2021 | $3,032,000 | +4.6% | 47,699 | +4.1% | 0.20% | -6.2% |
| Q3 2021 | $2,899,000 | -2.7% | 45,819 | +1.1% | 0.21% | -1.4% |
| Q2 2021 | $2,978,000 | -2.1% | 45,338 | -7.1% | 0.21% | -6.6% |
| Q1 2021 | $3,043,000 | +2.6% | 48,818 | -1.0% | 0.23% | 0.0% |
| Q4 2020 | $2,965,000 | +15.3% | 49,293 | 0.0% | 0.23% | -2.1% |
| Q3 2020 | $2,572,000 | +7.7% | 49,293 | +1.5% | 0.23% | +0.4% |
| Q2 2020 | $2,389,000 | -18.0% | 48,583 | -30.0% | 0.23% | -32.6% |
| Q1 2020 | $2,913,000 | -22.4% | 69,419 | +3.0% | 0.34% | -3.6% |
| Q4 2019 | $3,753,000 | +24.9% | 67,389 | +15.8% | 0.36% | +14.4% |
| Q3 2019 | $3,006,000 | +9.1% | 58,195 | +11.4% | 0.31% | +9.1% |
| Q2 2019 | $2,755,000 | +10.4% | 52,228 | +8.6% | 0.29% | +5.9% |
| Q1 2019 | $2,495,000 | +5.8% | 48,075 | -3.8% | 0.27% | -7.8% |
| Q4 2018 | $2,359,000 | -13.4% | 49,965 | -0.9% | 0.29% | +2.1% |
| Q3 2018 | $2,723,000 | +18.5% | 50,425 | +18.8% | 0.29% | +10.4% |
| Q2 2018 | $2,297,000 | -2.0% | 42,460 | +2.4% | 0.26% | -2.6% |
| Q1 2018 | $2,344,000 | -5.6% | 41,450 | -5.1% | 0.27% | -2.2% |
| Q4 2017 | $2,483,000 | +6.5% | 43,700 | +2.6% | 0.27% | +3.0% |
| Q3 2017 | $2,331,000 | -7.5% | 42,590 | -12.2% | 0.26% | -11.1% |
| Q2 2017 | $2,520,000 | +12.8% | 48,485 | +7.8% | 0.30% | +8.4% |
| Q1 2017 | $2,234,000 | +33.9% | 44,965 | +23.6% | 0.28% | +26.7% |
| Q4 2016 | $1,669,000 | +23.7% | 36,380 | +27.3% | 0.22% | +24.0% |
| Q3 2016 | $1,349,000 | +59.5% | 28,580 | +50.2% | 0.18% | +59.1% |
| Q2 2016 | $846,000 | – | 19,030 | – | 0.11% | – |
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% |