VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,282 | -33.7% | 23,958 | -30.5% | 0.06% | -30.4% |
| Q2 2023 | $1,934 | +2.5% | 34,480 | +0.9% | 0.09% | -2.1% |
| Q1 2023 | $1,887 | +29.2% | 34,174 | +21.0% | 0.09% | +17.5% |
| Q4 2022 | $1,461 | -99.9% | 28,243 | -3.7% | 0.08% | +6.7% |
| Q3 2022 | $1,342,000 | +161.1% | 29,316 | +194.5% | 0.08% | +167.9% |
| Q2 2022 | $514,000 | +20.7% | 9,954 | +39.6% | 0.03% | +47.4% |
| Q1 2022 | $426,000 | +10.6% | 7,131 | +17.8% | 0.02% | +11.8% |
| Q4 2021 | $385,000 | +1.6% | 6,051 | +1.1% | 0.02% | -5.6% |
| Q3 2021 | $379,000 | -3.6% | 5,985 | +0.1% | 0.02% | -5.3% |
| Q2 2021 | $393,000 | -29.9% | 5,979 | -33.2% | 0.02% | -38.7% |
| Q1 2021 | $561,000 | +11.5% | 8,946 | +7.0% | 0.03% | -29.5% |
| Q4 2020 | $503,000 | +15.4% | 8,357 | +0.1% | 0.04% | +4.8% |
| Q3 2020 | $436,000 | -0.2% | 8,352 | -6.0% | 0.04% | +2.4% |
| Q2 2020 | $437,000 | +15.0% | 8,882 | -1.9% | 0.04% | -8.9% |
| Q1 2020 | $380,000 | -30.3% | 9,051 | -7.5% | 0.04% | -6.2% |
| Q4 2019 | $545,000 | +19.0% | 9,787 | +10.4% | 0.05% | +6.7% |
| Q3 2019 | $458,000 | -10.0% | 8,863 | -8.2% | 0.04% | -11.8% |
| Q2 2019 | $509,000 | -3.4% | 9,658 | -4.9% | 0.05% | -10.5% |
| Q1 2019 | $527,000 | +4.4% | 10,159 | -4.9% | 0.06% | -12.3% |
| Q4 2018 | $505,000 | -8.3% | 10,687 | +4.7% | 0.06% | +3.2% |
| Q3 2018 | $551,000 | +2.2% | 10,211 | +2.5% | 0.06% | -6.0% |
| Q2 2018 | $539,000 | – | 9,960 | – | 0.07% | – |
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% |