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 | $6,690,000 | -4.6% | 125,000 | 0.0% | 0.44% | +0.7% |
| Q2 2023 | $7,010,000 | +1.6% | 125,000 | 0.0% | 0.44% | -12.8% |
| Q1 2023 | $6,901,250 | +6.7% | 125,000 | 0.0% | 0.50% | +3.1% |
| Q4 2022 | $6,465,000 | +117.3% | 125,000 | +92.3% | 0.49% | +93.6% |
| Q3 2022 | $2,975,000 | -11.3% | 65,000 | 0.0% | 0.25% | +7.7% |
| Q2 2022 | $3,355,000 | -15.0% | 65,000 | 0.0% | 0.23% | -7.5% |
| Q1 2022 | $3,946,000 | -4.5% | 65,000 | 0.0% | 0.25% | -0.8% |
| Q4 2021 | $4,132,000 | +641.8% | 65,000 | +550.0% | 0.25% | +379.2% |
| Q4 2019 | $557,000 | +7.7% | 10,000 | 0.0% | 0.05% | -8.6% |
| Q3 2019 | $517,000 | -72.0% | 10,000 | -71.4% | 0.06% | -68.8% |
| Q2 2019 | $1,846,000 | -11.1% | 35,000 | -12.5% | 0.19% | -23.8% |
| Q1 2019 | $2,076,000 | -20.1% | 40,000 | -27.3% | 0.24% | -28.0% |
| Q4 2018 | $2,597,000 | +92.4% | 55,000 | +120.0% | 0.34% | +132.2% |
| Q3 2018 | $1,350,000 | – | 25,000 | – | 0.15% | – |
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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% |