VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,740,900 | +26.3% | 219,374 | +32.3% | 0.13% | +23.6% |
Q2 2023 | $9,297,919 | +2.3% | 165,797 | +0.8% | 0.11% | -4.5% |
Q1 2023 | $9,084,866 | +11.9% | 164,551 | +4.9% | 0.11% | +2.8% |
Q4 2022 | $8,115,796 | +13.8% | 156,918 | +0.7% | 0.11% | -1.8% |
Q3 2022 | $7,133,000 | -11.0% | 155,849 | +0.3% | 0.11% | -9.1% |
Q2 2022 | $8,018,000 | -9.4% | 155,354 | +4.9% | 0.12% | -0.8% |
Q1 2022 | $8,848,000 | +10.2% | 148,085 | +17.3% | 0.12% | +0.8% |
Q4 2021 | $8,027,000 | +7.3% | 126,281 | +6.7% | 0.12% | -3.2% |
Q3 2021 | $7,484,000 | +34.6% | 118,373 | +39.9% | 0.12% | +23.8% |
Q2 2021 | $5,561,000 | +22.1% | 84,633 | +16.4% | 0.10% | +3.1% |
Q1 2021 | $4,554,000 | -0.2% | 72,681 | -4.3% | 0.10% | -10.1% |
Q4 2020 | $4,564,000 | -22.0% | 75,951 | -32.3% | 0.11% | +16.0% |
Q3 2020 | $5,852,000 | +328.4% | 112,127 | +303.2% | 0.09% | +141.0% |
Q2 2020 | $1,366,000 | +17.6% | 27,811 | +0.4% | 0.04% | +11.4% |
Q1 2020 | $1,162,000 | -1.9% | 27,693 | +29.9% | 0.04% | +29.6% |
Q4 2019 | $1,185,000 | +70.5% | 21,313 | +59.1% | 0.03% | -3.6% |
Q3 2019 | $695,000 | +6.4% | 13,398 | +8.2% | 0.03% | -3.4% |
Q2 2019 | $653,000 | +29.6% | 12,386 | +27.5% | 0.03% | +7.4% |
Q1 2019 | $504,000 | -10.2% | 9,718 | -18.3% | 0.03% | -71.3% |
Q4 2018 | $561,000 | – | 11,892 | – | 0.09% | – |
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% |