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 | $4,312,802 | -9.0% | 80,583 | -4.6% | 0.09% | -7.3% |
| Q2 2023 | $4,739,433 | +0.9% | 84,512 | -0.7% | 0.10% | -5.0% |
| Q1 2023 | $4,696,494 | +3.5% | 85,066 | -3.0% | 0.10% | -3.8% |
| Q4 2022 | $4,537,085 | -1.8% | 87,724 | -13.1% | 0.10% | +12.9% |
| Q3 2022 | $4,619,000 | -18.8% | 100,909 | -8.4% | 0.09% | -15.5% |
| Q2 2022 | $5,687,000 | -24.4% | 110,198 | -12.5% | 0.11% | -17.3% |
| Q1 2022 | $7,524,000 | -5.8% | 125,951 | +0.2% | 0.13% | -3.6% |
| Q4 2021 | $7,990,000 | -4.2% | 125,688 | -4.6% | 0.14% | -9.8% |
| Q3 2021 | $8,337,000 | -12.3% | 131,794 | -8.9% | 0.15% | -12.1% |
| Q2 2021 | $9,501,000 | -58.4% | 144,661 | -60.3% | 0.17% | -60.5% |
| Q1 2021 | $22,852,000 | +9.0% | 364,470 | +4.5% | 0.44% | +3.3% |
| Q4 2020 | $20,973,000 | +25.1% | 348,624 | +8.5% | 0.43% | +12.1% |
| Q3 2020 | $16,769,000 | +17.9% | 321,438 | +11.1% | 0.38% | +14.1% |
| Q2 2020 | $14,220,000 | +23.7% | 289,205 | +5.6% | 0.33% | +11.3% |
| Q1 2020 | $11,491,000 | -23.1% | 273,845 | +2.0% | 0.30% | -7.4% |
| Q4 2019 | $14,952,000 | +14.9% | 268,483 | +6.6% | 0.32% | +12.1% |
| Q3 2019 | $13,009,000 | -0.1% | 251,815 | +2.0% | 0.29% | +1.0% |
| Q2 2019 | $13,023,000 | +10.3% | 246,885 | +8.5% | 0.29% | +8.7% |
| Q1 2019 | $11,809,000 | +44.9% | 227,527 | +31.8% | 0.26% | +34.2% |
| Q4 2018 | $8,152,000 | +392.3% | 172,631 | +463.0% | 0.20% | +444.4% |
| Q3 2018 | $1,656,000 | -1.4% | 30,664 | -1.3% | 0.04% | -2.7% |
| Q2 2018 | $1,680,000 | -0.8% | 31,063 | +3.7% | 0.04% | 0.0% |
| Q1 2018 | $1,693,000 | +7.3% | 29,945 | +7.8% | 0.04% | +8.8% |
| Q4 2017 | $1,578,000 | – | 27,768 | – | 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% |