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 | $1,604,852 | +37.2% | 29,986 | +43.7% | 0.06% | +42.9% |
Q2 2023 | $1,170,004 | -19.5% | 20,863 | -20.8% | 0.04% | -12.5% |
Q1 2023 | $1,454,241 | +29.3% | 26,340 | +21.1% | 0.05% | +20.0% |
Q4 2022 | $1,124,721 | -0.0% | 21,746 | -11.6% | 0.04% | -7.0% |
Q3 2022 | $1,125,000 | -6.5% | 24,587 | +5.5% | 0.04% | +2.4% |
Q2 2022 | $1,203,000 | -16.6% | 23,311 | -3.4% | 0.04% | -2.3% |
Q1 2022 | $1,442,000 | -8.9% | 24,138 | -3.1% | 0.04% | -2.3% |
Q4 2021 | $1,583,000 | -9.3% | 24,909 | -9.7% | 0.04% | -15.4% |
Q3 2021 | $1,745,000 | +8.5% | 27,591 | +12.7% | 0.05% | +8.3% |
Q2 2021 | $1,608,000 | +42.2% | 24,481 | +35.7% | 0.05% | +33.3% |
Q1 2021 | $1,131,000 | +16.5% | 18,035 | +11.7% | 0.04% | +9.1% |
Q4 2020 | $971,000 | +22.0% | 16,143 | +5.9% | 0.03% | +3.1% |
Q3 2020 | $796,000 | +30.9% | 15,248 | +23.3% | 0.03% | +18.5% |
Q2 2020 | $608,000 | +6.3% | 12,368 | -9.3% | 0.03% | -20.6% |
Q1 2020 | $572,000 | -0.3% | 13,632 | +32.2% | 0.03% | +41.7% |
Q4 2019 | $574,000 | +23.7% | 10,312 | +14.9% | 0.02% | +9.1% |
Q3 2019 | $464,000 | -13.4% | 8,977 | -11.6% | 0.02% | -21.4% |
Q2 2019 | $536,000 | -11.3% | 10,160 | -12.7% | 0.03% | -17.6% |
Q1 2019 | $604,000 | -25.6% | 11,633 | -32.3% | 0.03% | -42.4% |
Q4 2018 | $812,000 | -5.8% | 17,186 | +7.7% | 0.06% | +15.7% |
Q3 2018 | $862,000 | +78.5% | 15,962 | +78.9% | 0.05% | +59.4% |
Q2 2018 | $483,000 | +34.5% | 8,921 | +40.7% | 0.03% | +23.1% |
Q1 2018 | $359,000 | +17.3% | 6,339 | +17.6% | 0.03% | +8.3% |
Q4 2017 | $306,000 | +43.0% | 5,392 | +37.7% | 0.02% | +33.3% |
Q3 2017 | $214,000 | -7.8% | 3,917 | -12.1% | 0.02% | -18.2% |
Q2 2017 | $232,000 | -35.4% | 4,455 | -38.4% | 0.02% | -37.1% |
Q1 2017 | $359,000 | +13.6% | 7,233 | +5.2% | 0.04% | 0.0% |
Q4 2016 | $316,000 | -2.2% | 6,876 | +0.6% | 0.04% | -7.9% |
Q3 2016 | $323,000 | +25.7% | 6,837 | +18.5% | 0.04% | +11.8% |
Q2 2016 | $257,000 | – | 5,772 | – | 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% |