VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 435 filers reported holding VANGUARD STAR FDS in Q2 2019. 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 | $3,645,829 | -4.4% | 68,121 | +0.2% | 0.41% | -2.8% |
| Q2 2023 | $3,813,577 | +1.9% | 68,002 | +0.4% | 0.42% | -2.1% |
| Q1 2023 | $3,741,036 | +6.8% | 67,760 | +0.1% | 0.43% | +9.4% |
| Q4 2022 | $3,502,016 | +13.4% | 67,711 | +0.4% | 0.39% | -0.3% |
| Q3 2022 | $3,087,000 | -11.2% | 67,452 | +0.2% | 0.40% | -2.7% |
| Q2 2022 | $3,475,000 | -13.3% | 67,325 | +0.4% | 0.41% | +7.4% |
| Q1 2022 | $4,008,000 | -6.0% | 67,089 | +0.1% | 0.38% | -24.6% |
| Q4 2021 | $4,263,000 | +1.0% | 67,053 | +0.5% | 0.50% | +43.6% |
| Q3 2021 | $4,222,000 | -3.5% | 66,748 | +0.2% | 0.35% | +0.9% |
| Q2 2021 | $4,377,000 | +5.0% | 66,635 | +0.2% | 0.35% | +1.2% |
| Q1 2021 | $4,168,000 | +44.0% | 66,476 | +38.2% | 0.34% | +42.5% |
| Q4 2020 | $2,894,000 | -9.6% | 48,108 | -21.6% | 0.24% | -12.4% |
| Q3 2020 | $3,200,000 | +29.0% | 61,342 | +28.4% | 0.27% | -14.9% |
| Q1 2019 | $2,480,000 | – | 47,780 | – | 0.32% | – |
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% |