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 | $456,526 | -8.3% | 8,530 | -3.9% | 0.00% | 0.0% |
| Q2 2023 | $497,822 | +1.6% | 8,877 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $490,099 | +19.8% | 8,877 | +12.2% | 0.00% | 0.0% |
| Q4 2022 | $409,260 | -65.5% | 7,913 | -69.5% | 0.00% | -60.0% |
| Q3 2022 | $1,186,000 | -18.3% | 25,913 | -7.8% | 0.01% | -16.7% |
| Q2 2022 | $1,451,000 | -34.9% | 28,106 | -24.7% | 0.01% | -25.0% |
| Q1 2022 | $2,230,000 | +218.6% | 37,329 | +239.0% | 0.01% | +300.0% |
| Q4 2021 | $700,000 | -10.5% | 11,012 | -10.9% | 0.00% | -33.3% |
| Q3 2021 | $782,000 | -32.1% | 12,366 | -29.5% | 0.00% | -25.0% |
| Q2 2021 | $1,152,000 | -22.3% | 17,545 | -25.8% | 0.00% | -20.0% |
| Q1 2021 | $1,483,000 | -24.6% | 23,652 | -27.7% | 0.01% | -28.6% |
| Q4 2020 | $1,968,000 | +254.6% | 32,715 | +207.4% | 0.01% | +250.0% |
| Q3 2020 | $555,000 | +13.3% | 10,641 | +6.7% | 0.00% | 0.0% |
| Q2 2020 | $490,000 | +20.7% | 9,972 | +3.2% | 0.00% | 0.0% |
| Q1 2020 | $406,000 | -5.6% | 9,666 | +25.0% | 0.00% | 0.0% |
| Q4 2019 | $430,000 | +7.5% | 7,731 | -0.1% | 0.00% | 0.0% |
| Q3 2019 | $400,000 | +12.4% | 7,739 | +14.4% | 0.00% | +100.0% |
| Q2 2019 | $356,000 | 0.0% | 6,764 | +1.1% | 0.00% | 0.0% |
| Q1 2019 | $356,000 | +15.6% | 6,689 | +2.5% | 0.00% | -50.0% |
| Q4 2018 | $308,000 | -20.0% | 6,523 | -8.5% | 0.00% | 0.0% |
| Q3 2018 | $385,000 | +0.3% | 7,129 | +0.4% | 0.00% | 0.0% |
| Q2 2018 | $384,000 | +7.0% | 7,104 | +11.9% | 0.00% | 0.0% |
| Q1 2018 | $359,000 | -0.3% | 6,351 | +0.3% | 0.00% | 0.0% |
| Q4 2017 | $360,000 | +5.6% | 6,329 | +1.7% | 0.00% | 0.0% |
| Q3 2017 | $341,000 | -2.3% | 6,225 | -7.2% | 0.00% | 0.0% |
| Q2 2017 | $349,000 | -14.3% | 6,711 | -18.2% | 0.00% | 0.0% |
| Q1 2017 | $407,000 | +6.8% | 8,200 | -1.3% | 0.00% | 0.0% |
| Q4 2016 | $381,000 | +75.6% | 8,307 | +80.5% | 0.00% | +100.0% |
| Q3 2016 | $217,000 | – | 4,601 | – | 0.00% | – |
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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% |