VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $386 | -99.6% | 7 | -99.7% | 0.00% | – |
| Q4 2022 | $106,152 | +15.4% | 2,052 | +1.6% | 0.00% | – |
| Q3 2022 | $92,000 | -2.1% | 2,019 | +10.8% | 0.00% | – |
| Q2 2022 | $94,000 | +23.7% | 1,823 | +43.0% | 0.00% | – |
| Q1 2022 | $76,000 | +68.9% | 1,275 | +79.8% | 0.00% | – |
| Q4 2021 | $45,000 | -64.0% | 709 | -64.2% | 0.00% | – |
| Q3 2021 | $125,000 | +127.3% | 1,983 | +136.1% | 0.00% | – |
| Q2 2021 | $55,000 | -21.4% | 840 | -24.7% | 0.00% | – |
| Q1 2021 | $70,000 | +6.1% | 1,115 | +2.4% | 0.00% | – |
| Q4 2020 | $66,000 | +78.4% | 1,089 | +52.9% | 0.00% | – |
| Q3 2020 | $37,000 | +2.8% | 712 | -2.9% | 0.00% | – |
| Q2 2020 | $36,000 | +33.3% | 733 | +13.6% | 0.00% | – |
| Q1 2020 | $27,000 | -46.0% | 645 | -28.4% | 0.00% | – |
| Q4 2019 | $50,000 | -16.7% | 901 | -22.1% | 0.00% | – |
| Q3 2019 | $60,000 | -4.8% | 1,156 | -3.7% | 0.00% | – |
| Q2 2019 | $63,000 | +12.5% | 1,200 | +10.3% | 0.00% | – |
| Q1 2019 | $56,000 | -35.6% | 1,088 | -40.7% | 0.00% | – |
| Q4 2018 | $87,000 | -53.2% | 1,835 | -46.6% | 0.00% | – |
| Q3 2018 | $186,000 | -94.0% | 3,438 | -94.0% | 0.00% | – |
| Q2 2018 | $3,109,000 | +778.2% | 57,469 | +818.8% | 0.00% | – |
| Q1 2018 | $354,000 | -2.7% | 6,255 | -2.3% | 0.00% | – |
| Q4 2017 | $364,000 | +50.4% | 6,404 | +44.8% | 0.00% | – |
| Q3 2017 | $242,000 | -15.7% | 4,423 | -19.9% | 0.00% | – |
| Q2 2017 | $287,000 | +6.3% | 5,523 | +1.7% | 0.00% | – |
| Q1 2017 | $270,000 | +6.3% | 5,432 | -1.9% | 0.00% | – |
| Q4 2016 | $254,000 | +52.1% | 5,540 | +56.9% | 0.00% | – |
| Q3 2016 | $167,000 | +13.6% | 3,530 | +6.6% | 0.00% | – |
| Q2 2016 | $147,000 | +17.6% | 3,310 | +18.7% | 0.00% | – |
| Q1 2016 | $125,000 | -24.7% | 2,789 | -24.1% | 0.00% | – |
| Q4 2015 | $166,000 | – | 3,675 | – | 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% |