VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 279 filers reported holding VANGUARD STAR FDS in Q2 2017. The put-call ratio across all filers is 0.91 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $120,384 | -4.6% | 2,249 | 0.0% | 0.01% | -6.7% |
| Q2 2023 | $126,143 | +1.6% | 2,249 | 0.0% | 0.02% | -11.8% |
| Q1 2023 | $124,186 | -9.7% | 2,249 | -15.4% | 0.02% | -15.0% |
| Q4 2022 | $137,544 | +81.0% | 2,659 | +60.0% | 0.02% | +53.8% |
| Q3 2022 | $76,000 | -8.4% | 1,662 | +3.5% | 0.01% | -7.1% |
| Q2 2022 | $83,000 | -35.7% | 1,606 | -25.6% | 0.01% | -41.7% |
| Q1 2022 | $129,000 | +21.7% | 2,159 | +29.7% | 0.02% | +41.2% |
| Q4 2021 | $106,000 | +2.9% | 1,665 | +2.5% | 0.02% | -26.1% |
| Q3 2021 | $103,000 | +178.4% | 1,625 | +187.1% | 0.02% | +155.6% |
| Q2 2021 | $37,000 | +5.7% | 566 | +2.4% | 0.01% | -10.0% |
| Q1 2021 | $35,000 | -12.5% | 553 | -28.6% | 0.01% | -28.6% |
| Q3 2020 | $40,000 | -16.7% | 775 | -20.5% | 0.01% | -26.3% |
| Q2 2020 | $48,000 | +17.1% | 975 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $41,000 | -92.9% | 975 | -90.6% | 0.02% | -90.6% |
| Q4 2019 | $580,000 | +1060.0% | 10,406 | +967.3% | 0.20% | +1246.7% |
| Q3 2019 | $50,000 | -25.4% | 975 | -23.8% | 0.02% | -28.6% |
| Q2 2019 | $67,000 | +31.4% | 1,279 | +31.2% | 0.02% | +31.2% |
| Q1 2019 | $51,000 | -74.2% | 975 | -76.8% | 0.02% | -76.8% |
| Q4 2018 | $198,000 | +98.0% | 4,195 | +126.8% | 0.07% | +109.1% |
| Q3 2018 | $100,000 | +376.2% | 1,850 | +362.5% | 0.03% | +153.8% |
| Q2 2017 | $21,000 | -50.0% | 400 | -52.4% | 0.01% | -48.0% |
| Q1 2017 | $42,000 | +90.9% | 841 | +77.1% | 0.02% | +78.6% |
| Q4 2016 | $22,000 | 0.0% | 475 | 0.0% | 0.01% | -6.7% |
| Q3 2016 | $22,000 | – | 475 | – | 0.02% | – |
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% |