VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,778,155 | +20.5% | 51,909 | +26.2% | 0.00% | – |
| Q2 2023 | $2,306,101 | +15.2% | 41,122 | +13.4% | 0.00% | – |
| Q1 2023 | $2,001,363 | +4.4% | 36,250 | -2.2% | 0.00% | – |
| Q4 2022 | $1,916,987 | +54.6% | 37,065 | +36.9% | 0.00% | – |
| Q3 2022 | $1,240,000 | -3.7% | 27,083 | +8.5% | 0.00% | – |
| Q2 2022 | $1,288,000 | -56.1% | 24,971 | -49.2% | 0.00% | -100.0% |
| Q1 2022 | $2,936,000 | +5.9% | 49,147 | +12.7% | 0.00% | 0.0% |
| Q4 2021 | $2,772,000 | +83.0% | 43,608 | +82.1% | 0.00% | – |
| Q3 2021 | $1,515,000 | +360.5% | 23,941 | +378.3% | 0.00% | – |
| Q2 2021 | $329,000 | -32.3% | 5,005 | -35.5% | 0.00% | – |
| Q1 2021 | $486,000 | -16.9% | 7,754 | -20.2% | 0.00% | – |
| Q4 2020 | $585,000 | +107.4% | 9,714 | +80.0% | 0.00% | – |
| Q3 2020 | $282,000 | +2.5% | 5,398 | -3.7% | 0.00% | – |
| Q2 2020 | $275,000 | -57.2% | 5,604 | -63.3% | 0.00% | – |
| Q1 2020 | $642,000 | -27.5% | 15,286 | -4.0% | 0.00% | – |
| Q4 2019 | $886,000 | +14.5% | 15,919 | +6.1% | 0.00% | – |
| Q3 2019 | $774,000 | -21.7% | 15,000 | -20.0% | 0.00% | – |
| Q2 2019 | $989,000 | +22.9% | 18,755 | +21.0% | 0.00% | – |
| Q1 2019 | $805,000 | +10.0% | 15,503 | 0.0% | 0.00% | – |
| Q4 2018 | $732,000 | -15.9% | 15,503 | -3.8% | 0.00% | – |
| Q3 2018 | $870,000 | +3.1% | 16,109 | +3.2% | 0.00% | – |
| Q2 2018 | $844,000 | +7.9% | 15,606 | +12.9% | 0.00% | – |
| Q1 2018 | $782,000 | -9.0% | 13,817 | -8.6% | 0.00% | – |
| Q4 2017 | $859,000 | -5.5% | 15,110 | -9.0% | 0.00% | – |
| Q3 2017 | $909,000 | +341.3% | 16,602 | +319.6% | 0.00% | – |
| Q2 2017 | $206,000 | -37.8% | 3,957 | -40.5% | 0.00% | – |
| Q1 2017 | $331,000 | -10.3% | 6,655 | -18.7% | 0.00% | – |
| Q4 2015 | $369,000 | -42.2% | 8,190 | -43.2% | 0.00% | – |
| Q3 2015 | $638,000 | +6.7% | 14,410 | +21.3% | 0.00% | – |
| Q2 2015 | $598,000 | – | 11,875 | – | 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% |