VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 260 filers reported holding VANGUARD STAR FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $800,510 | +2.4% | 14,957 | +7.3% | 0.03% | +10.3% |
| Q2 2023 | $781,427 | +12.5% | 13,934 | +10.8% | 0.03% | +3.6% |
| Q1 2023 | $694,545 | +13.0% | 12,580 | +5.8% | 0.03% | +12.0% |
| Q4 2022 | $614,835 | +6.7% | 11,888 | -5.7% | 0.02% | -3.8% |
| Q3 2022 | $576,000 | -5.6% | 12,601 | +6.5% | 0.03% | 0.0% |
| Q2 2022 | $610,000 | -27.3% | 11,836 | -15.9% | 0.03% | -13.3% |
| Q1 2022 | $839,000 | -23.2% | 14,069 | -18.2% | 0.03% | -18.9% |
| Q4 2021 | $1,092,000 | +48.2% | 17,195 | +47.3% | 0.04% | +37.0% |
| Q3 2021 | $737,000 | +294.1% | 11,673 | +308.9% | 0.03% | +285.7% |
| Q2 2021 | $187,000 | +9.4% | 2,855 | +4.6% | 0.01% | 0.0% |
| Q1 2021 | $171,000 | +10.3% | 2,730 | +5.4% | 0.01% | 0.0% |
| Q4 2020 | $155,000 | +36.0% | 2,590 | +18.2% | 0.01% | +40.0% |
| Q3 2020 | $114,000 | +32.6% | 2,191 | +24.5% | 0.01% | +25.0% |
| Q2 2020 | $86,000 | +14.7% | 1,760 | -2.7% | 0.00% | 0.0% |
| Q1 2020 | $75,000 | -7.4% | 1,809 | +24.2% | 0.00% | 0.0% |
| Q4 2019 | $81,000 | +52.8% | 1,456 | +41.8% | 0.00% | +100.0% |
| Q3 2019 | $53,000 | +35.9% | 1,027 | +37.7% | 0.00% | 0.0% |
| Q2 2019 | $39,000 | +21.9% | 746 | +20.1% | 0.00% | +100.0% |
| Q1 2019 | $32,000 | +28.0% | 621 | +14.4% | 0.00% | 0.0% |
| Q4 2018 | $25,000 | +78.6% | 543 | +101.1% | 0.00% | 0.0% |
| Q3 2018 | $14,000 | +27.3% | 270 | +28.6% | 0.00% | 0.0% |
| Q2 2018 | $11,000 | +22.2% | 210 | +28.8% | 0.00% | – |
| Q1 2018 | $9,000 | 0.0% | 163 | +58.3% | 0.00% | – |
| Q4 2017 | $9,000 | +80.0% | 103 | +1.0% | 0.00% | – |
| Q3 2017 | $5,000 | 0.0% | 102 | +1.0% | 0.00% | – |
| Q2 2017 | $5,000 | +25.0% | 101 | +12.2% | 0.00% | – |
| Q1 2017 | $4,000 | +100.0% | 90 | +80.0% | 0.00% | – |
| Q4 2016 | $2,000 | -100.0% | 50 | -100.0% | 0.00% | -100.0% |
| Q3 2014 | $5,621,000 | +30.6% | 110,220 | +39.0% | 0.40% | +29.7% |
| Q2 2014 | $4,305,000 | +84.9% | 79,300 | +77.8% | 0.31% | +69.4% |
| Q1 2014 | $2,328,000 | +25.9% | 44,600 | +26.3% | 0.18% | +24.5% |
| Q4 2013 | $1,849,000 | +63.9% | 35,300 | +56.9% | 0.15% | +38.7% |
| Q3 2013 | $1,128,000 | – | 22,500 | – | 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% |