VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 420 filers reported holding VANGUARD STAR FDS in Q4 2018. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $753,480 | +8.3% | 13,000 | 0.0% | 0.20% | -2.4% |
| Q3 2023 | $695,760 | -4.6% | 13,000 | 0.0% | 0.21% | -0.5% |
| Q2 2023 | $729,040 | +1.6% | 13,000 | 0.0% | 0.21% | -4.6% |
| Q1 2023 | $717,730 | +106705.1% | 13,000 | 0.0% | 0.22% | -1.8% |
| Q4 2022 | $672 | -99.9% | 13,000 | 0.0% | 0.22% | +4.7% |
| Q3 2022 | $595,000 | -11.3% | 13,000 | 0.0% | 0.21% | -8.7% |
| Q2 2022 | $671,000 | -13.6% | 13,000 | 0.0% | 0.23% | -1.3% |
| Q1 2022 | $777,000 | -5.9% | 13,000 | 0.0% | 0.23% | -4.1% |
| Q4 2021 | $826,000 | +0.5% | 13,000 | 0.0% | 0.24% | -9.6% |
| Q3 2021 | $822,000 | -3.7% | 13,000 | 0.0% | 0.27% | -3.9% |
| Q2 2021 | $854,000 | +4.8% | 13,000 | 0.0% | 0.28% | -1.1% |
| Q1 2021 | $815,000 | +4.2% | 13,000 | 0.0% | 0.28% | +0.4% |
| Q4 2020 | $782,000 | +15.3% | 13,000 | 0.0% | 0.28% | +0.7% |
| Q3 2020 | $678,000 | +6.1% | 13,000 | 0.0% | 0.28% | -3.1% |
| Q2 2020 | $639,000 | +17.2% | 13,000 | 0.0% | 0.29% | +0.7% |
| Q1 2020 | $545,000 | -24.7% | 13,000 | 0.0% | 0.29% | -5.6% |
| Q4 2019 | $724,000 | +7.7% | 13,000 | 0.0% | 0.30% | -0.7% |
| Q3 2019 | $672,000 | -2.0% | 13,000 | 0.0% | 0.31% | -2.8% |
| Q2 2019 | $686,000 | +1.6% | 13,000 | 0.0% | 0.32% | +6.4% |
| Q1 2019 | $675,000 | +9.9% | 13,000 | 0.0% | 0.30% | -2.9% |
| Q4 2018 | $614,000 | -12.5% | 13,000 | 0.0% | 0.31% | +1.3% |
| Q3 2018 | $702,000 | -0.1% | 13,000 | 0.0% | 0.30% | -4.1% |
| Q2 2018 | $703,000 | -4.4% | 13,000 | 0.0% | 0.32% | -6.8% |
| Q1 2018 | $735,000 | -0.5% | 13,000 | 0.0% | 0.34% | +4.0% |
| Q4 2017 | $739,000 | – | 13,000 | – | 0.32% | – |
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% |