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 | $75,949,322 | -35.0% | 1,419,083 | -31.9% | 0.14% | -33.0% |
| Q2 2023 | $116,928,234 | +3.8% | 2,085,026 | +2.2% | 0.21% | -3.3% |
| Q1 2023 | $112,611,613 | +17.8% | 2,039,696 | +10.3% | 0.21% | +10.9% |
| Q4 2022 | $95,612,809 | +15.0% | 1,848,679 | +1.7% | 0.19% | +3.8% |
| Q3 2022 | $83,162,000 | +0.9% | 1,816,896 | +13.8% | 0.18% | +3.4% |
| Q2 2022 | $82,430,000 | -12.0% | 1,597,058 | +1.8% | 0.18% | +1.1% |
| Q1 2022 | $93,720,000 | +23.5% | 1,568,615 | +31.4% | 0.18% | +24.6% |
| Q4 2021 | $75,880,000 | -5.4% | 1,193,649 | -5.8% | 0.14% | -12.3% |
| Q3 2021 | $80,173,000 | -19.3% | 1,267,364 | -16.2% | 0.16% | -20.2% |
| Q2 2021 | $99,308,000 | +55.7% | 1,511,999 | +48.6% | 0.20% | +41.0% |
| Q1 2021 | $63,778,000 | +18.4% | 1,017,190 | +13.6% | 0.14% | +7.5% |
| Q4 2020 | $53,844,000 | +20.9% | 895,021 | +4.9% | 0.13% | +5.5% |
| Q3 2020 | $44,530,000 | +7.6% | 853,555 | +1.4% | 0.13% | -3.1% |
| Q2 2020 | $41,374,000 | +174.0% | 841,449 | +133.8% | 0.13% | +98.5% |
| Q1 2020 | $15,101,000 | +2.9% | 359,899 | +36.5% | 0.07% | +40.4% |
| Q4 2019 | $14,682,000 | +11.2% | 263,639 | +3.2% | 0.05% | -2.1% |
| Q3 2019 | $13,204,000 | -4.4% | 255,585 | -2.4% | 0.05% | -9.4% |
| Q2 2019 | $13,809,000 | +0.5% | 261,788 | -1.1% | 0.05% | -7.0% |
| Q1 2019 | $13,734,000 | -2.5% | 264,619 | -11.3% | 0.06% | -23.0% |
| Q4 2018 | $14,090,000 | -13.7% | 298,387 | -1.3% | 0.07% | 0.0% |
| Q3 2018 | $16,318,000 | -0.2% | 302,185 | +0.0% | 0.07% | -10.8% |
| Q2 2018 | $16,345,000 | -7.9% | 302,135 | -3.8% | 0.08% | -18.6% |
| Q1 2018 | $17,752,000 | +2.8% | 313,910 | +3.3% | 0.10% | -5.6% |
| Q4 2017 | $17,268,000 | +19.3% | 303,961 | +15.0% | 0.11% | +16.1% |
| Q3 2017 | $14,472,000 | +16.4% | 264,424 | +10.6% | 0.09% | +8.1% |
| Q2 2017 | $12,428,000 | +18.1% | 239,141 | +12.9% | 0.09% | +7.5% |
| Q1 2017 | $10,522,000 | -0.4% | 211,797 | -8.0% | 0.08% | -10.1% |
| Q4 2016 | $10,560,000 | +9.3% | 230,156 | +12.5% | 0.09% | +3.5% |
| Q3 2016 | $9,659,000 | +9.5% | 204,597 | +3.2% | 0.09% | +1.2% |
| Q2 2016 | $8,818,000 | +14.8% | 198,247 | +15.9% | 0.08% | -3.4% |
| Q1 2016 | $7,682,000 | -4.2% | 171,028 | -3.8% | 0.09% | -6.4% |
| Q4 2015 | $8,018,000 | +42.7% | 177,735 | +40.2% | 0.09% | 0.0% |
| Q3 2015 | $5,618,000 | +233.0% | 126,755 | +278.4% | 0.09% | +14.6% |
| Q1 2015 | $1,687,000 | +12.6% | 33,501 | +8.1% | 0.08% | +5.1% |
| Q4 2014 | $1,498,000 | +17.9% | 30,992 | +24.4% | 0.08% | +13.0% |
| Q3 2014 | $1,271,000 | +10.5% | 24,921 | +17.7% | 0.07% | +1.5% |
| Q2 2014 | $1,150,000 | +43.6% | 21,178 | +38.0% | 0.07% | +44.7% |
| Q1 2014 | $801,000 | +34.2% | 15,349 | +34.7% | 0.05% | +27.0% |
| Q4 2013 | $597,000 | -74.6% | 11,396 | -77.8% | 0.04% | -46.4% |
| Q2 2013 | $2,349,000 | – | 51,414 | – | 0.07% | – |
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% |