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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $69,117,387 | -9.1% | 1,291,431 | -4.7% | 0.03% | -6.5% |
Q2 2023 | $76,026,759 | +2.0% | 1,355,684 | +0.5% | 0.03% | -3.1% |
Q1 2023 | $74,510,257 | +2.4% | 1,349,579 | -4.0% | 0.03% | -3.0% |
Q4 2022 | $72,734,095 | +87.5% | 1,406,305 | +65.9% | 0.03% | +73.7% |
Q3 2022 | $38,800,000 | -60.0% | 847,710 | -54.8% | 0.02% | -56.8% |
Q2 2022 | $96,896,000 | +53.0% | 1,877,475 | +77.1% | 0.04% | +83.3% |
Q1 2022 | $63,339,000 | +2596.4% | 1,060,239 | +2768.7% | 0.02% | +2300.0% |
Q4 2021 | $2,349,000 | +41.4% | 36,959 | +40.7% | 0.00% | 0.0% |
Q3 2021 | $1,661,000 | +5.8% | 26,259 | +9.9% | 0.00% | 0.0% |
Q2 2021 | $1,570,000 | +5.5% | 23,900 | +0.7% | 0.00% | 0.0% |
Q1 2021 | $1,488,000 | +30.1% | 23,728 | +24.8% | 0.00% | 0.0% |
Q4 2020 | $1,144,000 | +16.3% | 19,018 | +0.9% | 0.00% | 0.0% |
Q3 2020 | $984,000 | -23.9% | 18,854 | -28.3% | 0.00% | 0.0% |
Q2 2020 | $1,293,000 | +307.9% | 26,299 | +247.9% | 0.00% | – |
Q1 2020 | $317,000 | -24.7% | 7,560 | 0.0% | 0.00% | – |
Q4 2019 | $421,000 | +6.3% | 7,560 | -1.5% | 0.00% | – |
Q3 2019 | $396,000 | -1.2% | 7,674 | +0.9% | 0.00% | – |
Q2 2019 | $401,000 | -2.2% | 7,609 | -3.8% | 0.00% | – |
Q1 2019 | $410,000 | -94.1% | 7,906 | -94.1% | 0.00% | -100.0% |
Q2 2017 | $6,977,000 | +6.1% | 134,250 | +1.4% | 0.01% | 0.0% |
Q1 2017 | $6,578,000 | +9.4% | 132,407 | +1.0% | 0.01% | 0.0% |
Q4 2016 | $6,013,000 | -2.8% | 131,053 | +0.0% | 0.01% | 0.0% |
Q3 2016 | $6,186,000 | +6.3% | 131,034 | +0.1% | 0.01% | 0.0% |
Q2 2016 | $5,822,000 | +3.1% | 130,881 | +4.1% | 0.01% | 0.0% |
Q1 2016 | $5,645,000 | -0.3% | 125,678 | +0.1% | 0.01% | 0.0% |
Q4 2015 | $5,664,000 | +1.8% | 125,551 | +0.0% | 0.01% | 0.0% |
Q3 2015 | $5,564,000 | +21.2% | 125,548 | +37.7% | 0.01% | +25.0% |
Q2 2015 | $4,590,000 | +362.2% | 91,190 | +362.2% | 0.00% | +300.0% |
Q1 2015 | $993,000 | – | 19,730 | – | 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% |