VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 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 | $1,891,397 | +35.9% | 35,340 | +42.4% | 0.21% | +48.6% |
| Q2 2023 | $1,391,345 | +2.7% | 24,810 | +1.1% | 0.14% | -0.7% |
| Q1 2023 | $1,355,019 | +7.0% | 24,543 | +0.2% | 0.14% | -7.6% |
| Q4 2022 | $1,266,571 | +14.4% | 24,489 | +1.2% | 0.16% | +12.1% |
| Q3 2022 | $1,107,000 | -10.9% | 24,201 | +0.6% | 0.14% | -4.1% |
| Q2 2022 | $1,242,000 | -12.7% | 24,064 | +1.1% | 0.15% | +15.9% |
| Q1 2022 | $1,422,000 | -5.8% | 23,793 | +0.2% | 0.13% | +5.9% |
| Q4 2021 | $1,510,000 | +2.0% | 23,754 | +1.5% | 0.12% | -10.5% |
| Q3 2021 | $1,481,000 | -3.1% | 23,406 | +0.5% | 0.13% | -5.0% |
| Q2 2021 | $1,529,000 | +5.5% | 23,280 | +0.8% | 0.14% | +2.2% |
| Q1 2021 | $1,449,000 | +4.5% | 23,102 | +0.2% | 0.14% | -4.9% |
| Q4 2020 | $1,386,000 | +15.4% | 23,046 | +0.1% | 0.14% | 0.0% |
| Q3 2020 | $1,201,000 | +6.7% | 23,031 | +0.6% | 0.14% | -5.9% |
| Q2 2020 | $1,126,000 | +20.6% | 22,886 | +2.9% | 0.15% | +11.7% |
| Q1 2020 | $934,000 | -24.4% | 22,249 | +0.3% | 0.14% | -1.4% |
| Q4 2019 | $1,236,000 | +9.0% | 22,191 | +1.1% | 0.14% | +0.7% |
| Q3 2019 | $1,134,000 | -1.5% | 21,944 | +0.6% | 0.14% | -3.5% |
| Q2 2019 | $1,151,000 | +2.9% | 21,818 | +1.2% | 0.14% | -4.7% |
| Q1 2019 | $1,119,000 | 0.0% | 21,568 | 0.0% | 0.15% | 0.0% |
| Q4 2018 | $1,119,000 | 0.0% | 21,568 | 0.0% | 0.15% | 0.0% |
| Q3 2018 | $1,119,000 | +20.6% | 21,568 | +18.5% | 0.15% | +18.1% |
| Q3 2014 | $928,000 | – | 18,200 | – | 0.13% | – |
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% |