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 | $739,593 | -3.4% | 13,819 | +1.2% | 0.00% | 0.0% |
| Q2 2023 | $765,492 | +2.3% | 13,650 | +0.7% | 0.00% | 0.0% |
| Q1 2023 | $748,096 | +6.8% | 13,550 | +0.0% | 0.00% | 0.0% |
| Q4 2022 | $700,547 | -44.5% | 13,545 | -50.9% | 0.00% | -50.0% |
| Q3 2022 | $1,262,000 | -11.4% | 27,583 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $1,424,000 | +165.2% | 27,583 | +207.1% | 0.00% | +200.0% |
| Q1 2022 | $537,000 | -72.2% | 8,983 | -70.5% | 0.00% | -50.0% |
| Q4 2021 | $1,934,000 | +236.3% | 30,429 | +234.9% | 0.00% | +100.0% |
| Q3 2021 | $575,000 | +2.7% | 9,086 | +6.6% | 0.00% | 0.0% |
| Q2 2021 | $560,000 | +7.3% | 8,523 | +2.4% | 0.00% | 0.0% |
| Q1 2021 | $522,000 | +4.2% | 8,323 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $501,000 | +25.9% | 8,323 | +9.1% | 0.00% | 0.0% |
| Q3 2020 | $398,000 | -36.1% | 7,630 | -39.8% | 0.00% | 0.0% |
| Q2 2020 | $623,000 | +78.0% | 12,665 | +51.7% | 0.00% | 0.0% |
| Q1 2020 | $350,000 | -19.9% | 8,348 | +6.4% | 0.00% | 0.0% |
| Q4 2019 | $437,000 | +7.9% | 7,844 | +0.0% | 0.00% | 0.0% |
| Q3 2019 | $405,000 | -13.1% | 7,842 | -11.3% | 0.00% | 0.0% |
| Q2 2019 | $466,000 | -33.0% | 8,842 | -34.0% | 0.00% | -50.0% |
| Q1 2019 | $696,000 | +65.3% | 13,407 | +50.5% | 0.00% | +100.0% |
| Q4 2018 | $421,000 | -68.7% | 8,910 | -64.2% | 0.00% | -75.0% |
| Q3 2018 | $1,345,000 | +133.5% | 24,914 | +133.9% | 0.00% | +100.0% |
| Q2 2018 | $576,000 | -4.3% | 10,650 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $602,000 | +47.2% | 10,650 | +47.9% | 0.00% | +100.0% |
| Q4 2017 | $409,000 | +3.8% | 7,200 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $394,000 | +17.6% | 7,200 | +11.6% | 0.00% | 0.0% |
| Q2 2017 | $335,000 | +4.7% | 6,450 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $320,000 | +8.1% | 6,450 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $296,000 | – | 6,450 | – | 0.00% | – |
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% |