VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $20,000 | -9.1% | 343 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $22,000 | 0.0% | 343 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | -31.2% | 343 | -29.0% | 0.00% | -33.3% |
| Q2 2021 | $32,000 | -17.9% | 483 | -21.8% | 0.00% | -25.0% |
| Q1 2021 | $39,000 | -13.3% | 618 | -17.6% | 0.00% | -20.0% |
| Q4 2020 | $45,000 | +15.4% | 750 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $39,000 | +5.4% | 750 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $37,000 | +19.4% | 750 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $31,000 | -26.2% | 750 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $42,000 | +7.7% | 750 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $39,000 | -26.4% | 750 | -25.0% | 0.01% | -30.0% |
| Q2 2019 | $53,000 | +1.9% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $52,000 | +10.6% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $47,000 | -13.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $54,000 | +285.7% | 1,000 | +300.0% | 0.01% | +233.3% |
| Q2 2018 | $14,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $14,000 | – | 250 | – | 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% |