VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 297 filers reported holding VANGUARD STAR FDS in Q3 2017. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $527 | -4.5% | 9,850 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $552 | +1.5% | 9,850 | 0.0% | 0.04% | -7.3% |
| Q1 2023 | $544 | -13.1% | 9,850 | -18.6% | 0.04% | -14.6% |
| Q4 2022 | $626 | -99.9% | 12,100 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $554,000 | -11.2% | 12,100 | 0.0% | 0.05% | -7.7% |
| Q2 2022 | $624,000 | -13.7% | 12,100 | 0.0% | 0.05% | -1.9% |
| Q1 2022 | $723,000 | -6.0% | 12,100 | 0.0% | 0.05% | -7.0% |
| Q4 2021 | $769,000 | +0.5% | 12,100 | 0.0% | 0.06% | -5.0% |
| Q3 2021 | $765,000 | -3.8% | 12,100 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $795,000 | +4.7% | 12,100 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $759,000 | +4.3% | 12,100 | 0.0% | 0.06% | -7.7% |
| Q4 2020 | $728,000 | +15.4% | 12,100 | 0.0% | 0.06% | -1.5% |
| Q3 2020 | $631,000 | +6.1% | 12,100 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $595,000 | +17.1% | 12,100 | 0.0% | 0.07% | 0.0% |
| Q1 2020 | $508,000 | -24.6% | 12,100 | 0.0% | 0.07% | +11.9% |
| Q4 2019 | $674,000 | +7.8% | 12,100 | 0.0% | 0.06% | -3.3% |
| Q3 2019 | $625,000 | -2.0% | 12,100 | 0.0% | 0.06% | -1.6% |
| Q2 2019 | $638,000 | +1.6% | 12,100 | 0.0% | 0.06% | -1.6% |
| Q1 2019 | $628,000 | +10.0% | 12,100 | 0.0% | 0.06% | -4.5% |
| Q4 2018 | $571,000 | -12.6% | 12,100 | 0.0% | 0.07% | +1.5% |
| Q3 2018 | $653,000 | -0.3% | 12,100 | 0.0% | 0.06% | -3.0% |
| Q2 2018 | $655,000 | -4.2% | 12,100 | 0.0% | 0.07% | -8.2% |
| Q1 2018 | $684,000 | +15.0% | 12,100 | +15.5% | 0.07% | +15.9% |
| Q4 2017 | $595,000 | +3.8% | 10,475 | 0.0% | 0.06% | -1.6% |
| Q3 2017 | $573,000 | +5.3% | 10,475 | 0.0% | 0.06% | +3.2% |
| Q2 2017 | $544,000 | +22.0% | 10,475 | +16.7% | 0.06% | +19.2% |
| Q1 2017 | $446,000 | +121.9% | 8,975 | +105.1% | 0.05% | +116.7% |
| Q4 2016 | $201,000 | -7.4% | 4,375 | +9.4% | 0.02% | -25.0% |
| Q2 2014 | $217,000 | +3.8% | 4,000 | 0.0% | 0.03% | 0.0% |
| Q1 2014 | $209,000 | -0.5% | 4,000 | 0.0% | 0.03% | -3.0% |
| Q4 2013 | $210,000 | +1.9% | 4,000 | -2.4% | 0.03% | -13.2% |
| Q3 2013 | $206,000 | 0.0% | 4,100 | -8.9% | 0.04% | -2.6% |
| Q2 2013 | $206,000 | – | 4,500 | – | 0.04% | – |
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% |