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 | $16,182,421 | +3.5% | 302,368 | +8.5% | 0.04% | +2.4% |
| Q2 2023 | $15,633,420 | +121192.7% | 278,771 | +19.4% | 0.04% | +13.5% |
| Q1 2023 | $12,889 | +7.7% | 233,464 | +0.9% | 0.04% | -2.6% |
| Q4 2022 | $11,964 | -99.8% | 231,329 | +56.2% | 0.04% | +40.7% |
| Q3 2022 | $6,779,000 | -37.7% | 148,119 | -29.7% | 0.03% | -40.0% |
| Q2 2022 | $10,876,000 | -13.7% | 210,715 | -0.2% | 0.04% | -6.2% |
| Q1 2022 | $12,608,000 | +8.9% | 211,048 | +15.8% | 0.05% | -2.0% |
| Q4 2021 | $11,582,000 | +7.7% | 182,197 | +7.2% | 0.05% | -12.5% |
| Q3 2021 | $10,753,000 | +174.7% | 169,979 | +185.3% | 0.06% | +133.3% |
| Q2 2021 | $3,914,000 | +64.7% | 59,587 | +57.2% | 0.02% | +41.2% |
| Q1 2021 | $2,377,000 | +39.3% | 37,915 | +33.6% | 0.02% | +30.8% |
| Q4 2020 | $1,707,000 | +21.1% | 28,373 | +5.0% | 0.01% | 0.0% |
| Q3 2020 | $1,409,000 | +23.2% | 27,013 | +16.1% | 0.01% | +18.2% |
| Q2 2020 | $1,144,000 | -51.7% | 23,261 | -58.8% | 0.01% | -63.3% |
| Q1 2020 | $2,367,000 | -16.4% | 56,398 | +11.0% | 0.03% | +3.4% |
| Q4 2019 | $2,830,000 | +27.0% | 50,816 | +17.8% | 0.03% | +7.4% |
| Q3 2019 | $2,228,000 | +4.7% | 43,126 | +6.9% | 0.03% | +8.0% |
| Q2 2019 | $2,128,000 | +128.3% | 40,332 | +124.6% | 0.02% | +92.3% |
| Q1 2019 | $932,000 | +40.2% | 17,955 | +27.6% | 0.01% | +8.3% |
| Q4 2018 | $665,000 | +51.5% | 14,073 | +44.1% | 0.01% | -53.8% |
| Q1 2016 | $439,000 | – | 9,767 | – | 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% |