VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,829,269 | -10.6% | 90,233 | -6.3% | 0.24% | -9.9% |
| Q2 2023 | $5,399,060 | +15.1% | 96,274 | +13.3% | 0.27% | +2.3% |
| Q1 2023 | $4,690,433 | +1.5% | 84,956 | -4.9% | 0.27% | -3.6% |
| Q4 2022 | $4,622,275 | +16.7% | 89,371 | +3.2% | 0.28% | +19.0% |
| Q3 2022 | $3,962,000 | -5.8% | 86,559 | +6.2% | 0.23% | -4.9% |
| Q2 2022 | $4,208,000 | -26.1% | 81,528 | -14.5% | 0.24% | -7.9% |
| Q1 2022 | $5,697,000 | +6.0% | 95,358 | +12.8% | 0.26% | +4.3% |
| Q4 2021 | $5,375,000 | +4.4% | 84,545 | +3.9% | 0.25% | -4.5% |
| Q3 2021 | $5,147,000 | -2.3% | 81,364 | +1.5% | 0.27% | -1.8% |
| Q2 2021 | $5,268,000 | +5.1% | 80,201 | +0.3% | 0.27% | -8.8% |
| Q1 2021 | $5,013,000 | +11.9% | 79,947 | +7.4% | 0.30% | +7.2% |
| Q4 2020 | $4,478,000 | +29.6% | 74,431 | +12.4% | 0.28% | +15.9% |
| Q3 2020 | $3,456,000 | +11.2% | 66,245 | +4.8% | 0.24% | -5.2% |
| Q2 2020 | $3,109,000 | +836.4% | 63,223 | +961.5% | 0.25% | +600.0% |
| Q4 2019 | $332,000 | +18.1% | 5,956 | +9.4% | 0.04% | +9.1% |
| Q3 2019 | $281,000 | +5.6% | 5,443 | +7.8% | 0.03% | +6.5% |
| Q2 2019 | $266,000 | +3.5% | 5,047 | +2.1% | 0.03% | 0.0% |
| Q1 2019 | $257,000 | -26.4% | 4,943 | -23.3% | 0.03% | -31.1% |
| Q2 2018 | $349,000 | +38.5% | 6,442 | +44.3% | 0.04% | +28.6% |
| Q1 2018 | $252,000 | -0.8% | 4,463 | 0.0% | 0.04% | +12.9% |
| Q4 2017 | $254,000 | +6.7% | 4,463 | +2.9% | 0.03% | 0.0% |
| Q3 2017 | $238,000 | +5.3% | 4,339 | 0.0% | 0.03% | -3.1% |
| Q2 2017 | $226,000 | – | 4,339 | – | 0.03% | – |
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% |