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 | $31,986,596 | -2.3% | 597,657 | +2.4% | 0.73% | +0.1% |
| Q2 2023 | $32,746,115 | -4.6% | 583,918 | -6.1% | 0.72% | -12.0% |
| Q1 2023 | $34,340,409 | -45.8% | 621,996 | -44.9% | 0.82% | -52.6% |
| Q4 2022 | $63,377,951 | +837.7% | 1,128,123 | +663.9% | 1.74% | +575.9% |
| Q3 2022 | $6,759,000 | -25.7% | 147,673 | -16.3% | 0.26% | -17.4% |
| Q2 2022 | $9,101,000 | +22.9% | 176,342 | +42.3% | 0.31% | +6.9% |
| Q1 2022 | $7,404,000 | +47.1% | 123,937 | +56.6% | 0.29% | +42.0% |
| Q4 2021 | $5,032,000 | +51.3% | 79,157 | +50.6% | 0.20% | +34.0% |
| Q3 2021 | $3,326,000 | +2.0% | 52,577 | +5.9% | 0.15% | +2.0% |
| Q2 2021 | $3,262,000 | +18.1% | 49,665 | +12.7% | 0.15% | +2.7% |
| Q1 2021 | $2,762,000 | +68950.0% | 44,051 | +57861.8% | 0.15% | – |
| Q2 2018 | $4,000 | – | 76 | +7500.0% | 0.00% | – |
| Q1 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2015 | $0 | – | 1 | – | 0.00% | – |
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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% |