VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 506 filers reported holding VANGUARD STAR FDS in Q1 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 | $55,090 | -6.3% | 1,029,333 | -1.8% | 7.81% | -2.4% |
Q2 2023 | $58,787 | +1.4% | 1,048,279 | -0.1% | 8.00% | -2.9% |
Q1 2023 | $57,949 | +6.1% | 1,049,609 | -0.6% | 8.24% | -3.6% |
Q4 2022 | $54,611 | -99.9% | 1,055,898 | +3.0% | 8.54% | +10.4% |
Q3 2022 | $46,904,000 | -5.2% | 1,024,784 | +6.8% | 7.73% | +1.4% |
Q2 2022 | $49,501,000 | -11.7% | 959,127 | +2.2% | 7.63% | +13.2% |
Q1 2022 | $56,088,000 | +0.8% | 938,870 | +7.3% | 6.74% | -0.8% |
Q4 2021 | $55,633,000 | -19.6% | 875,146 | -20.0% | 6.80% | -37.4% |
Q3 2021 | $69,231,000 | -51.9% | 1,094,397 | -50.0% | 10.86% | -0.4% |
Q2 2021 | $143,890,000 | +172.2% | 2,190,788 | +159.8% | 10.90% | +16.3% |
Q1 2021 | $52,868,000 | +11.2% | 843,189 | +6.7% | 9.38% | +12.9% |
Q4 2020 | $47,543,000 | +14.9% | 790,272 | -0.4% | 8.30% | -2.6% |
Q3 2020 | $41,386,000 | +106.7% | 793,297 | +94.8% | 8.52% | +86.1% |
Q2 2020 | $20,025,000 | +650.3% | 407,252 | +540.1% | 4.58% | +446.4% |
Q1 2020 | $2,669,000 | – | 63,620 | – | 0.84% | – |
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% |