VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,568,000 | -6.0% | 85,350 | -1.5% | 0.71% | -34.3% |
| Q2 2023 | $4,859,000 | -0.1% | 86,649 | -1.6% | 1.08% | -3.5% |
| Q1 2023 | $4,864,000 | +4.6% | 88,100 | -2.0% | 1.12% | +7.0% |
| Q4 2022 | $4,650,000 | +13.9% | 89,899 | +0.8% | 1.05% | +6.7% |
| Q3 2022 | $4,083,000 | -11.7% | 89,207 | -0.5% | 0.98% | -5.3% |
| Q2 2022 | $4,626,000 | -9.4% | 89,636 | +4.9% | 1.04% | -3.6% |
| Q1 2022 | $5,105,000 | +3.0% | 85,457 | +9.6% | 1.07% | +31.5% |
| Q4 2021 | $4,955,000 | +3.5% | 77,953 | +3.0% | 0.82% | -21.4% |
| Q3 2021 | $4,786,000 | +7.0% | 75,661 | +11.1% | 1.04% | +3.3% |
| Q2 2021 | $4,471,000 | +14.9% | 68,074 | +9.7% | 1.01% | +10.8% |
| Q1 2021 | $3,890,000 | +1.9% | 62,035 | -2.3% | 0.91% | -9.4% |
| Q4 2020 | $3,818,000 | +28.4% | 63,466 | +11.4% | 1.00% | +10.8% |
| Q3 2020 | $2,973,000 | +14.0% | 56,980 | +7.4% | 0.90% | +12.4% |
| Q2 2020 | $2,609,000 | +15.0% | 53,055 | -1.9% | 0.80% | +13.7% |
| Q1 2020 | $2,269,000 | -11.9% | 54,071 | +17.0% | 0.71% | +5.2% |
| Q4 2019 | $2,575,000 | +6.7% | 46,232 | -1.0% | 0.67% | -0.1% |
| Q3 2019 | $2,413,000 | +18.6% | 46,704 | +21.1% | 0.67% | +16.4% |
| Q2 2019 | $2,034,000 | +9.0% | 38,552 | +7.2% | 0.58% | +4.7% |
| Q1 2019 | $1,866,000 | -7.4% | 35,951 | -15.7% | 0.55% | +2.6% |
| Q4 2018 | $2,015,000 | -15.7% | 42,664 | -3.7% | 0.54% | -11.6% |
| Q3 2018 | $2,391,000 | +6.6% | 44,282 | +6.8% | 0.61% | +30.6% |
| Q2 2018 | $2,244,000 | -1.0% | 41,468 | +4.2% | 0.47% | -0.4% |
| Q1 2018 | $2,266,000 | +19.6% | 39,813 | +19.4% | 0.47% | +14.4% |
| Q4 2017 | $1,895,000 | +16.5% | 33,357 | +12.2% | 0.41% | +11.7% |
| Q3 2017 | $1,627,000 | +59.2% | 29,726 | +51.1% | 0.37% | +65.3% |
| Q2 2017 | $1,022,000 | +6.5% | 19,673 | +1.8% | 0.22% | +12.7% |
| Q1 2017 | $960,000 | +46.6% | 19,328 | +35.3% | 0.20% | +42.8% |
| Q4 2016 | $655,000 | – | 14,286 | – | 0.14% | – |
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% |