VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $772,026 | -27.1% | 14,425 | -23.6% | 0.01% | -50.0% |
Q2 2023 | $1,058,510 | +155.2% | 18,875 | +135.3% | 0.02% | +33.3% |
Q4 2022 | $414,846 | -88.2% | 8,021 | -89.5% | 0.01% | -88.7% |
Q3 2022 | $3,507,000 | +999.4% | 76,628 | +1335.5% | 0.11% | +863.6% |
Q1 2022 | $319,000 | +7.0% | 5,338 | +13.8% | 0.01% | -15.4% |
Q4 2021 | $298,000 | -72.4% | 4,691 | -71.5% | 0.01% | -60.6% |
Q2 2021 | $1,081,000 | +29.3% | 16,463 | +18.5% | 0.03% | +65.0% |
Q4 2020 | $836,000 | -13.4% | 13,890 | -24.1% | 0.02% | +100.0% |
Q2 2019 | $965,000 | +97.7% | 18,303 | +113.1% | 0.01% | -23.1% |
Q4 2017 | $488,000 | -56.7% | 8,590 | -58.3% | 0.01% | -87.4% |
Q3 2017 | $1,127,000 | +113.9% | 20,588 | +102.9% | 0.10% | +3.0% |
Q2 2017 | $527,000 | +129.1% | 10,149 | +96.2% | 0.10% | -20.0% |
Q2 2016 | $230,000 | -42.2% | 5,174 | -42.4% | 0.12% | -80.0% |
Q3 2015 | $398,000 | +76.9% | 8,981 | +100.7% | 0.62% | +66.7% |
Q2 2015 | $225,000 | -13.5% | 4,475 | -13.2% | 0.38% | +40.4% |
Q1 2015 | $260,000 | – | 5,157 | – | 0.27% | – |
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% |