VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $296 | +161.9% | 5,530 | +177.1% | 0.02% | +150.0% |
| Q2 2023 | $113 | +2.7% | 1,996 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $110 | +4.8% | 1,994 | -1.6% | 0.01% | -9.1% |
| Q4 2022 | $105 | -99.9% | 2,027 | +15.9% | 0.01% | +22.2% |
| Q3 2022 | $80,000 | -15.8% | 1,749 | +10.5% | 0.01% | -18.2% |
| Q1 2022 | $95,000 | -5.0% | 1,583 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $100,000 | -30.1% | 1,583 | -30.8% | 0.01% | -36.8% |
| Q3 2021 | $143,000 | +30.0% | 2,288 | +36.8% | 0.02% | +18.8% |
| Q2 2021 | $110,000 | +74.6% | 1,672 | +64.9% | 0.02% | +14.3% |
| Q1 2021 | $63,000 | -25.9% | 1,014 | -29.2% | 0.01% | -17.6% |
| Q4 2020 | $85,000 | +54.5% | 1,432 | +36.6% | 0.02% | +41.7% |
| Q3 2020 | $55,000 | +7.8% | 1,048 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $51,000 | +6.2% | 1,048 | -7.8% | 0.01% | 0.0% |
| Q1 2020 | $48,000 | -26.2% | 1,137 | -3.2% | 0.01% | -22.2% |
| Q4 2019 | $65,000 | +6.6% | 1,175 | +0.5% | 0.02% | -10.0% |
| Q3 2019 | $61,000 | +79.4% | 1,169 | +82.9% | 0.02% | +81.8% |
| Q2 2019 | $34,000 | -5.6% | 639 | -7.5% | 0.01% | -15.4% |
| Q1 2019 | $36,000 | -81.2% | 691 | -82.9% | 0.01% | -83.3% |
| Q4 2018 | $191,000 | -12.4% | 4,045 | 0.0% | 0.08% | -4.9% |
| Q3 2018 | $218,000 | -0.5% | 4,045 | 0.0% | 0.08% | +9.3% |
| Q2 2018 | $219,000 | -3.9% | 4,045 | 0.0% | 0.08% | -33.6% |
| Q1 2018 | $228,000 | -91.4% | 4,045 | -91.4% | 0.11% | -89.5% |
| Q4 2017 | $2,663,000 | +3.8% | 46,878 | 0.0% | 1.07% | -13.3% |
| Q3 2017 | $2,566,000 | +5.3% | 46,878 | 0.0% | 1.24% | +0.9% |
| Q2 2017 | $2,437,000 | +1557.8% | 46,878 | +1489.1% | 1.23% | +1451.9% |
| Q1 2017 | $147,000 | +8.9% | 2,950 | 0.0% | 0.08% | +1.3% |
| Q4 2016 | $135,000 | -2.9% | 2,950 | 0.0% | 0.08% | -11.4% |
| Q3 2016 | $139,000 | +504.3% | 2,950 | +466.2% | 0.09% | +486.7% |
| Q4 2015 | $23,000 | – | 521 | – | 0.02% | – |
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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% |