VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 434 filers reported holding VANGUARD STAR FDS in Q1 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,763,207 | -4.4% | 88,999 | +0.1% | 0.28% | +3.7% |
| Q2 2023 | $4,984,300 | -4.2% | 88,878 | -5.7% | 0.27% | -1.5% |
| Q1 2023 | $5,202,515 | +6.1% | 94,231 | -0.6% | 0.27% | +9.6% |
| Q4 2022 | $4,903,976 | +20.2% | 94,818 | +6.4% | 0.25% | +0.4% |
| Q3 2022 | $4,079,000 | -7.2% | 89,113 | +4.6% | 0.25% | -1.6% |
| Q2 2022 | $4,395,000 | -16.8% | 85,163 | -3.7% | 0.25% | 0.0% |
| Q1 2022 | $5,285,000 | +0.4% | 88,455 | +6.8% | 0.25% | +0.4% |
| Q4 2021 | $5,264,000 | +8.2% | 82,811 | +7.7% | 0.25% | 0.0% |
| Q3 2021 | $4,864,000 | -3.6% | 76,882 | +0.1% | 0.25% | -2.7% |
| Q2 2021 | $5,044,000 | +15.6% | 76,792 | +10.4% | 0.26% | +8.9% |
| Q1 2021 | $4,362,000 | +11.1% | 69,562 | +6.6% | 0.24% | +0.9% |
| Q4 2020 | $3,926,000 | +28.6% | 65,265 | +11.6% | 0.24% | +11.9% |
| Q3 2020 | $3,052,000 | +10.8% | 58,502 | +4.4% | 0.21% | +4.0% |
| Q2 2020 | $2,755,000 | +28.2% | 56,038 | +9.4% | 0.20% | +6.3% |
| Q1 2020 | $2,149,000 | -17.6% | 51,210 | +9.3% | 0.19% | +11.8% |
| Q4 2019 | $2,608,000 | +22.3% | 46,832 | +13.4% | 0.17% | -0.6% |
| Q3 2019 | $2,133,000 | +8.2% | 41,281 | +10.4% | 0.17% | +5.6% |
| Q2 2019 | $1,972,000 | +27.3% | 37,376 | +25.3% | 0.16% | +24.6% |
| Q1 2019 | $1,549,000 | +39.3% | 29,838 | +26.7% | 0.13% | +23.8% |
| Q4 2018 | $1,112,000 | +14.3% | 23,556 | +30.8% | 0.10% | +31.2% |
| Q3 2018 | $973,000 | +19.4% | 18,012 | +19.6% | 0.08% | +15.9% |
| Q2 2018 | $815,000 | +6.1% | 15,060 | +10.8% | 0.07% | +6.2% |
| Q1 2018 | $768,000 | +62.4% | 13,588 | +63.1% | 0.06% | +66.7% |
| Q4 2017 | $473,000 | – | 8,332 | – | 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% |