VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 943 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,245,385 | -4.3% | 23,270 | +0.3% | 0.03% | -3.0% |
| Q2 2023 | $1,301,133 | +2.2% | 23,201 | +0.6% | 0.03% | -2.9% |
| Q1 2023 | $1,273,195 | +6.9% | 23,061 | +0.1% | 0.03% | 0.0% |
| Q4 2022 | $1,191,239 | +13.8% | 23,032 | +0.7% | 0.03% | -10.5% |
| Q3 2022 | $1,047,000 | -14.8% | 22,881 | -3.9% | 0.04% | -13.6% |
| Q2 2022 | $1,229,000 | -14.4% | 23,814 | -0.9% | 0.04% | -2.2% |
| Q1 2022 | $1,435,000 | -8.9% | 24,026 | -3.0% | 0.04% | -8.2% |
| Q4 2021 | $1,575,000 | -1.3% | 24,769 | -1.8% | 0.05% | -12.5% |
| Q3 2021 | $1,595,000 | -5.2% | 25,227 | -1.5% | 0.06% | -17.6% |
| Q2 2021 | $1,682,000 | +5.1% | 25,601 | -2.2% | 0.07% | -5.6% |
| Q1 2021 | $1,600,000 | +13.8% | 26,172 | +2.7% | 0.07% | +4.3% |
| Q4 2020 | $1,406,000 | +5.8% | 25,483 | 0.0% | 0.07% | -4.2% |
| Q3 2020 | $1,329,000 | +6.5% | 25,483 | +0.4% | 0.07% | +1.4% |
| Q2 2020 | $1,248,000 | -12.4% | 25,388 | -25.3% | 0.07% | -27.6% |
| Q1 2020 | $1,424,000 | -24.6% | 33,964 | +0.2% | 0.10% | -16.2% |
| Q4 2019 | $1,889,000 | +8.5% | 33,912 | +0.7% | 0.12% | -6.4% |
| Q3 2019 | $1,741,000 | -1.7% | 33,689 | +0.3% | 0.12% | -6.0% |
| Q2 2019 | $1,771,000 | +1.3% | 33,576 | -0.3% | 0.13% | -5.7% |
| Q1 2019 | $1,749,000 | +14.8% | 33,689 | +4.4% | 0.14% | -2.1% |
| Q4 2018 | $1,524,000 | +105.4% | 32,282 | +134.7% | 0.14% | +132.3% |
| Q3 2018 | $742,000 | -0.1% | 13,752 | +0.2% | 0.06% | -12.7% |
| Q2 2018 | $743,000 | -4.3% | 13,730 | 0.0% | 0.07% | -10.1% |
| Q1 2018 | $776,000 | +28.9% | 13,730 | +29.7% | 0.08% | +25.4% |
| Q4 2017 | $602,000 | +4.0% | 10,590 | 0.0% | 0.06% | -14.9% |
| Q3 2017 | $579,000 | +87.4% | 10,590 | +78.3% | 0.07% | +68.2% |
| Q2 2017 | $309,000 | – | 5,941 | – | 0.04% | – |
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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% |