VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 435 filers reported holding VANGUARD STAR FDS in Q2 2019. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,840,406 | +35.7% | 34,387 | +42.2% | 0.05% | +66.7% |
| Q2 2023 | $1,356,023 | +5.5% | 24,180 | +3.9% | 0.03% | -11.8% |
| Q1 2023 | $1,284,922 | +64.6% | 23,273 | +54.1% | 0.03% | +54.5% |
| Q4 2022 | $780,844 | -17.9% | 15,098 | -27.3% | 0.02% | -24.1% |
| Q3 2022 | $951,000 | -10.5% | 20,766 | +1.0% | 0.03% | -35.6% |
| Q2 2022 | $1,062,000 | -8.8% | 20,559 | +5.5% | 0.04% | +18.4% |
| Q1 2022 | $1,165,000 | -22.6% | 19,496 | -17.6% | 0.04% | -11.6% |
| Q4 2021 | $1,505,000 | -0.1% | 23,666 | -0.5% | 0.04% | -10.4% |
| Q3 2021 | $1,506,000 | -8.1% | 23,791 | -4.6% | 0.05% | -9.4% |
| Q2 2021 | $1,639,000 | +14.1% | 24,933 | +8.8% | 0.05% | +3.9% |
| Q1 2021 | $1,437,000 | +30.2% | 22,910 | +24.9% | 0.05% | -13.6% |
| Q4 2020 | $1,104,000 | +13.8% | 18,346 | -1.2% | 0.06% | +13.5% |
| Q3 2020 | $970,000 | +11.6% | 18,570 | +5.2% | 0.05% | -10.3% |
| Q2 2020 | $869,000 | +21.2% | 17,652 | +3.4% | 0.06% | -4.9% |
| Q1 2020 | $717,000 | -21.0% | 17,075 | +4.8% | 0.06% | -20.8% |
| Q4 2019 | $908,000 | +8.2% | 16,292 | +0.5% | 0.08% | -7.2% |
| Q3 2019 | $839,000 | -3.5% | 16,219 | -1.4% | 0.08% | -12.6% |
| Q2 2019 | $869,000 | -1.9% | 16,457 | -3.5% | 0.10% | -14.4% |
| Q1 2019 | $886,000 | +7.1% | 17,056 | -2.4% | 0.11% | -5.9% |
| Q4 2018 | $827,000 | -14.7% | 17,484 | -2.6% | 0.12% | +2.6% |
| Q3 2018 | $970,000 | +3.6% | 17,943 | +3.8% | 0.12% | -7.3% |
| Q2 2018 | $936,000 | -36.2% | 17,293 | -33.3% | 0.12% | -39.5% |
| Q1 2018 | $1,466,000 | +13.9% | 25,916 | +14.5% | 0.20% | +17.8% |
| Q4 2017 | $1,287,000 | -28.4% | 22,633 | -32.7% | 0.17% | -41.8% |
| Q3 2017 | $1,797,000 | +111.9% | 33,622 | +106.3% | 0.30% | +94.2% |
| Q2 2017 | $848,000 | +14.7% | 16,299 | +9.7% | 0.15% | +4.8% |
| Q1 2017 | $739,000 | +25.9% | 14,853 | +16.3% | 0.15% | +23.5% |
| Q4 2016 | $587,000 | +5.8% | 12,774 | +8.7% | 0.12% | +9.2% |
| Q3 2016 | $555,000 | +19.6% | 11,755 | +12.7% | 0.11% | +17.2% |
| Q2 2016 | $464,000 | -0.2% | 10,426 | +0.8% | 0.09% | -13.9% |
| Q1 2016 | $465,000 | +122.5% | 10,345 | +124.0% | 0.11% | +157.1% |
| Q4 2015 | $209,000 | – | 4,618 | – | 0.04% | – |
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% |