VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,809 | -2.4% | 71,178 | +2.3% | 0.59% | -0.2% |
Q2 2023 | $3,903 | -99.9% | 69,597 | -1.2% | 0.59% | -7.2% |
Q1 2023 | $3,887,723 | -2.3% | 70,417 | -8.5% | 0.64% | -9.5% |
Q4 2022 | $3,979,544 | +3.7% | 76,944 | -8.2% | 0.70% | -11.8% |
Q3 2022 | $3,837,000 | -10.7% | 83,824 | +0.7% | 0.80% | -8.3% |
Q2 2022 | $4,298,000 | -14.7% | 83,274 | -1.3% | 0.87% | -4.4% |
Q1 2022 | $5,040,000 | -6.1% | 84,370 | -0.1% | 0.91% | -6.3% |
Q4 2021 | $5,368,000 | +2.5% | 84,446 | +2.0% | 0.97% | -6.8% |
Q3 2021 | $5,238,000 | -3.5% | 82,796 | +0.2% | 1.04% | -3.1% |
Q2 2021 | $5,429,000 | -0.4% | 82,661 | -4.9% | 1.08% | -6.5% |
Q1 2021 | $5,449,000 | +7.4% | 86,900 | +3.0% | 1.15% | -2.7% |
Q4 2020 | $5,073,000 | +16.6% | 84,333 | +1.1% | 1.18% | -1.3% |
Q3 2020 | $4,352,000 | +7.6% | 83,415 | +1.4% | 1.20% | +4.5% |
Q2 2020 | $4,045,000 | +12.2% | 82,273 | -4.2% | 1.14% | -3.9% |
Q1 2020 | $3,605,000 | -31.0% | 85,909 | -8.5% | 1.19% | -9.6% |
Q4 2019 | $5,226,000 | +11.4% | 93,848 | +3.3% | 1.32% | +2.9% |
Q3 2019 | $4,691,000 | +19.5% | 90,813 | +22.0% | 1.28% | +20.1% |
Q2 2019 | $3,927,000 | +1.7% | 74,438 | +0.0% | 1.07% | -0.7% |
Q1 2019 | $3,862,000 | +14.3% | 74,403 | +3.9% | 1.08% | -0.6% |
Q4 2018 | $3,380,000 | +8.3% | 71,588 | +23.9% | 1.08% | +28.2% |
Q3 2018 | $3,121,000 | +5.0% | 57,793 | +5.2% | 0.84% | -0.5% |
Q2 2018 | $2,972,000 | -1.2% | 54,943 | +3.3% | 0.85% | -2.0% |
Q1 2018 | $3,008,000 | +1.8% | 53,193 | +2.2% | 0.86% | +2.4% |
Q4 2017 | $2,955,000 | +57.2% | 52,023 | +51.4% | 0.84% | +59.2% |
Q3 2017 | $1,880,000 | -17.9% | 34,358 | -22.0% | 0.53% | -15.9% |
Q2 2017 | $2,290,000 | +52.4% | 44,063 | +45.6% | 0.63% | +47.5% |
Q1 2017 | $1,503,000 | +41.0% | 30,263 | +30.2% | 0.43% | +33.4% |
Q4 2016 | $1,066,000 | +72.5% | 23,245 | +77.5% | 0.32% | +54.6% |
Q3 2016 | $618,000 | +152.2% | 13,095 | +137.7% | 0.21% | +152.4% |
Q2 2016 | $245,000 | – | 5,510 | – | 0.08% | – |
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% |