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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,663,000 | +235.3% | 26,155 | +233.5% | 0.05% | +194.1% |
| Q3 2021 | $496,000 | +63.7% | 7,843 | +44.1% | 0.02% | +21.4% |
| Q4 2019 | $303,000 | +7.8% | 5,443 | 0.0% | 0.01% | +7.7% |
| Q3 2019 | $281,000 | -2.1% | 5,443 | 0.0% | 0.01% | -7.1% |
| Q2 2019 | $287,000 | +1.8% | 5,443 | 0.0% | 0.01% | -6.7% |
| Q1 2019 | $282,000 | +8.0% | 5,443 | -1.6% | 0.02% | 0.0% |
| Q4 2018 | $261,000 | -12.7% | 5,533 | +0.0% | 0.02% | -6.2% |
| Q3 2018 | $299,000 | 0.0% | 5,531 | 0.0% | 0.02% | -5.9% |
| Q2 2018 | $299,000 | -4.5% | 5,531 | +0.0% | 0.02% | -5.6% |
| Q1 2018 | $313,000 | -0.3% | 5,530 | 0.0% | 0.02% | +5.9% |
| Q4 2017 | $314,000 | +3.6% | 5,530 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $303,000 | +2.4% | 5,530 | 0.0% | 0.02% | -22.7% |
| Q2 2017 | $296,000 | +7.6% | 5,530 | 0.0% | 0.02% | +10.0% |
| Q1 2017 | $275,000 | +10.0% | 5,530 | +1.6% | 0.02% | +5.3% |
| Q4 2016 | $250,000 | -82.6% | 5,443 | -82.9% | 0.02% | -86.4% |
| Q4 2015 | $1,439,000 | – | 31,889 | – | 0.14% | – |
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% |