VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,030,115 | +1.6% | 54,032 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,983,107 | +6.7% | 54,032 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,794,535 | +13.0% | 54,032 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,473,000 | -11.3% | 54,032 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,789,000 | -7.6% | 54,032 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,018,000 | +43.7% | 54,032 | +63.6% | 0.00% | +50.0% |
| Q4 2021 | $2,100,000 | +0.5% | 33,032 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,090,000 | -3.7% | 33,032 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,170,000 | +4.8% | 33,032 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,071,000 | -21.8% | 33,032 | -24.9% | 0.00% | -33.3% |
| Q4 2020 | $2,647,000 | +15.3% | 44,000 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,295,000 | +6.1% | 44,000 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,163,000 | -41.4% | 44,000 | -50.0% | 0.00% | 0.0% |
| Q1 2020 | $3,692,000 | +32.3% | 88,000 | +63.0% | 0.00% | -25.0% |
| Q3 2019 | $2,790,000 | -2.1% | 54,000 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $2,849,000 | +6.6% | 54,000 | +4.9% | 0.01% | 0.0% |
| Q1 2019 | $2,673,000 | +9.9% | 51,500 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $2,432,000 | -12.5% | 51,500 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $2,781,000 | -0.2% | 51,500 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $2,786,000 | +2221.7% | 51,500 | +2053.0% | 0.01% | – |
| Q1 2015 | $120,000 | +22.4% | 2,392 | +18.3% | 0.00% | – |
| Q4 2014 | $98,000 | – | 2,022 | – | 0.00% | – |
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% |