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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,161,000 | +0.2% | 18,517 | -3.9% | 0.09% | -7.2% |
| Q4 2020 | $1,159,000 | +21.2% | 19,259 | +5.1% | 0.10% | +6.6% |
| Q3 2020 | $956,000 | +14.8% | 18,320 | +8.2% | 0.09% | +3.4% |
| Q2 2020 | $833,000 | +11.8% | 16,932 | -4.6% | 0.09% | -10.2% |
| Q1 2020 | $745,000 | -21.5% | 17,757 | +4.2% | 0.10% | +1.0% |
| Q4 2019 | $949,000 | +6.7% | 17,046 | -1.0% | 0.10% | -3.0% |
| Q3 2019 | $889,000 | -1.7% | 17,215 | +0.4% | 0.10% | -1.0% |
| Q2 2019 | $904,000 | +7.1% | 17,140 | +5.4% | 0.10% | +3.1% |
| Q1 2019 | $844,000 | +15.8% | 16,269 | +5.4% | 0.10% | +2.1% |
| Q4 2018 | $729,000 | -13.9% | 15,429 | -1.6% | 0.10% | +4.3% |
| Q3 2018 | $847,000 | +8.3% | 15,686 | +8.5% | 0.09% | +2.2% |
| Q2 2018 | $782,000 | +8.6% | 14,453 | +13.6% | 0.09% | +4.7% |
| Q1 2018 | $720,000 | +23.3% | 12,728 | +23.8% | 0.09% | +21.1% |
| Q4 2017 | $584,000 | -11.1% | 10,284 | -14.4% | 0.07% | -16.5% |
| Q3 2017 | $657,000 | +5.3% | 12,013 | +0.0% | 0.08% | 0.0% |
| Q2 2017 | $624,000 | -2.3% | 12,007 | -6.6% | 0.08% | -6.6% |
| Q1 2017 | $639,000 | +31.5% | 12,858 | +21.4% | 0.09% | +21.3% |
| Q4 2016 | $486,000 | +38.5% | 10,593 | +42.4% | 0.08% | +36.4% |
| Q3 2016 | $351,000 | -7.9% | 7,438 | -13.2% | 0.06% | -14.1% |
| Q2 2016 | $381,000 | +6.7% | 8,571 | +8.0% | 0.06% | +3.2% |
| Q1 2016 | $357,000 | +6.9% | 7,939 | +7.3% | 0.06% | +3.3% |
| Q4 2015 | $334,000 | +27.5% | 7,398 | +25.3% | 0.06% | +22.4% |
| Q3 2015 | $262,000 | – | 5,905 | – | 0.05% | – |
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% |