VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 420 filers reported holding VANGUARD STAR FDS in Q4 2018. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $864,348 | -4.8% | 16,150 | -0.2% | 0.42% | -0.9% |
| Q2 2023 | $907,655 | +113498.9% | 16,185 | +11.8% | 0.43% | +17.2% |
| Q1 2023 | $799 | +10.1% | 14,475 | +3.2% | 0.37% | +8.0% |
| Q4 2022 | $726 | -99.9% | 14,030 | -3.7% | 0.34% | +1.8% |
| Q3 2022 | $667,000 | -22.4% | 14,575 | -12.5% | 0.33% | -15.1% |
| Q2 2022 | $860,000 | -14.0% | 16,660 | -0.4% | 0.39% | -0.5% |
| Q1 2022 | $1,000,000 | -6.3% | 16,735 | -0.3% | 0.39% | -2.5% |
| Q4 2021 | $1,067,000 | +0.9% | 16,780 | +0.4% | 0.40% | -7.6% |
| Q3 2021 | $1,058,000 | +3.3% | 16,720 | +7.2% | 0.44% | +9.5% |
| Q2 2021 | $1,024,000 | +6.3% | 15,595 | +1.5% | 0.40% | -2.2% |
| Q1 2021 | $963,000 | +4.4% | 15,365 | +0.2% | 0.41% | -1.2% |
| Q4 2020 | $922,000 | +17.2% | 15,330 | +1.7% | 0.41% | +7.6% |
| Q3 2020 | $787,000 | +0.3% | 15,080 | -5.6% | 0.38% | -9.4% |
| Q2 2020 | $785,000 | -11.1% | 15,975 | -24.1% | 0.42% | -15.7% |
| Q1 2020 | $883,000 | -24.6% | 21,055 | +0.1% | 0.50% | -4.9% |
| Q4 2019 | $1,171,000 | +13.5% | 21,035 | +5.3% | 0.53% | +6.9% |
| Q3 2019 | $1,032,000 | -1.4% | 19,970 | +0.6% | 0.50% | -1.4% |
| Q2 2019 | $1,047,000 | +3.3% | 19,855 | +1.6% | 0.50% | +1.4% |
| Q1 2019 | $1,014,000 | +9.4% | 19,535 | -0.5% | 0.50% | -2.0% |
| Q4 2018 | $927,000 | +13.3% | 19,635 | +29.6% | 0.50% | +28.8% |
| Q3 2018 | $818,000 | -0.7% | 15,155 | -0.5% | 0.39% | -3.2% |
| Q2 2018 | $824,000 | -5.6% | 15,230 | -1.4% | 0.40% | -3.6% |
| Q1 2018 | $873,000 | +4.2% | 15,440 | +4.6% | 0.42% | +7.4% |
| Q4 2017 | $838,000 | +9.7% | 14,755 | +5.7% | 0.39% | +7.4% |
| Q3 2017 | $764,000 | +34.3% | 13,955 | +27.4% | 0.36% | +21.3% |
| Q2 2017 | $569,000 | -1.6% | 10,955 | -5.8% | 0.30% | -2.3% |
| Q1 2017 | $578,000 | +11.2% | 11,630 | +2.6% | 0.31% | +5.5% |
| Q4 2016 | $520,000 | +1.2% | 11,330 | +4.1% | 0.29% | -1.7% |
| Q3 2016 | $514,000 | +15.8% | 10,880 | +9.0% | 0.30% | +11.7% |
| Q2 2016 | $444,000 | +1.1% | 9,980 | +2.1% | 0.26% | +0.4% |
| Q1 2016 | $439,000 | +25.1% | 9,775 | +25.7% | 0.26% | +25.1% |
| Q4 2015 | $351,000 | – | 7,775 | – | 0.21% | – |
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% |