VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,865,880 | +0.2% | 53,548 | +4.9% | 0.09% | -3.2% |
Q2 2023 | $2,861,473 | +1.8% | 51,025 | +0.2% | 0.10% | -2.1% |
Q1 2023 | $2,810,249 | -1.5% | 50,901 | -7.7% | 0.10% | -5.8% |
Q4 2022 | $2,853,751 | +41.3% | 55,177 | +25.0% | 0.10% | 0.0% |
Q3 2022 | $2,020,000 | -11.7% | 44,144 | -0.4% | 0.10% | -13.4% |
Q2 2022 | $2,287,000 | -13.3% | 44,321 | +0.4% | 0.12% | -4.8% |
Q1 2022 | $2,637,000 | -6.0% | 44,144 | 0.0% | 0.12% | -4.6% |
Q4 2021 | $2,806,000 | +0.7% | 44,144 | +0.2% | 0.13% | -6.4% |
Q3 2021 | $2,786,000 | -3.7% | 44,034 | 0.0% | 0.14% | -12.5% |
Q2 2021 | $2,892,000 | +4.7% | 44,034 | 0.0% | 0.16% | -7.0% |
Q1 2021 | $2,761,000 | -3.2% | 44,034 | -7.1% | 0.17% | -9.0% |
Q4 2020 | $2,852,000 | +11.4% | 47,415 | -3.3% | 0.19% | -3.6% |
Q3 2020 | $2,559,000 | +6.1% | 49,045 | 0.0% | 0.20% | +1.0% |
Q2 2020 | $2,412,000 | -99.9% | 49,045 | -25.4% | 0.19% | -23.0% |
Q1 2020 | $2,758,450,000 | +327896.4% | 65,740 | +335.1% | 0.25% | +293.8% |
Q4 2019 | $841,000 | +7.7% | 15,109 | 0.0% | 0.06% | -5.9% |
Q3 2019 | $781,000 | -58.7% | 15,109 | -57.9% | 0.07% | -55.6% |
Q2 2019 | $1,893,000 | +40.3% | 35,894 | +38.1% | 0.15% | +33.0% |
Q1 2019 | $1,349,000 | +36.0% | 26,000 | +23.8% | 0.12% | +21.1% |
Q4 2018 | $992,000 | -12.5% | 21,000 | 0.0% | 0.10% | -3.1% |
Q3 2018 | $1,134,000 | -1.0% | 21,000 | -0.8% | 0.10% | -4.9% |
Q2 2018 | $1,145,000 | -94.6% | 21,163 | +1668.0% | 0.10% | -37.6% |
Q1 2018 | $21,161,000 | +2205.1% | 1,197 | -92.6% | 0.16% | +91.9% |
Q4 2017 | $918,000 | +4.8% | 16,161 | +1.0% | 0.09% | 0.0% |
Q3 2017 | $876,000 | +3.1% | 16,000 | +1.7% | 0.09% | +1.2% |
Q2 2017 | $850,000 | +8.7% | 15,725 | -0.1% | 0.08% | +1.2% |
Q1 2017 | $782,000 | +3.6% | 15,736 | +0.0% | 0.08% | 0.0% |
Q4 2016 | $755,000 | +1.6% | 15,735 | +0.0% | 0.08% | -6.7% |
Q3 2016 | $743,000 | +6.0% | 15,733 | -0.2% | 0.09% | 0.0% |
Q2 2016 | $701,000 | +15.5% | 15,761 | +16.5% | 0.09% | +12.5% |
Q1 2016 | $607,000 | +167.4% | 13,523 | +169.3% | 0.08% | +158.1% |
Q4 2015 | $227,000 | – | 5,022 | – | 0.03% | – |
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% |