VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 297 filers reported holding VANGUARD STAR FDS in Q3 2017. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $278,000 | -14.5% | 4,656 | -9.4% | 0.04% | -20.8% |
| Q3 2021 | $325,000 | +19.5% | 5,140 | +24.2% | 0.05% | +20.0% |
| Q2 2021 | $272,000 | +5.0% | 4,140 | +0.1% | 0.04% | -32.2% |
| Q1 2021 | $259,000 | -87.0% | 4,136 | -89.8% | 0.06% | -85.6% |
| Q2 2020 | $1,986,000 | -2.0% | 40,400 | -16.3% | 0.41% | -26.9% |
| Q1 2020 | $2,026,000 | -24.7% | 48,290 | 0.0% | 0.56% | -6.5% |
| Q4 2019 | $2,689,000 | +7.8% | 48,290 | 0.0% | 0.60% | +0.2% |
| Q3 2019 | $2,495,000 | -3.3% | 48,290 | -1.2% | 0.60% | -5.4% |
| Q2 2019 | $2,579,000 | +2.9% | 48,890 | +1.2% | 0.63% | +1.6% |
| Q1 2019 | $2,506,000 | +12.0% | 48,290 | +1.9% | 0.62% | -0.3% |
| Q4 2018 | $2,238,000 | -12.6% | 47,400 | 0.0% | 0.63% | +118.1% |
| Q3 2018 | $2,560,000 | -0.2% | 47,400 | 0.0% | 0.29% | -3.7% |
| Q2 2018 | $2,564,000 | -4.3% | 47,400 | 0.0% | 0.30% | -6.3% |
| Q1 2018 | $2,680,000 | -0.5% | 47,400 | 0.0% | 0.32% | +5.0% |
| Q4 2017 | $2,693,000 | +3.8% | 47,400 | 0.0% | 0.30% | -1.9% |
| Q3 2017 | $2,594,000 | +5.3% | 47,400 | 0.0% | 0.31% | +1.3% |
| Q2 2017 | $2,463,000 | +4.6% | 47,400 | 0.0% | 0.30% | +3.0% |
| Q1 2017 | $2,355,000 | +8.3% | 47,400 | 0.0% | 0.30% | +2.4% |
| Q4 2016 | $2,175,000 | -2.8% | 47,400 | 0.0% | 0.29% | -3.7% |
| Q3 2016 | $2,238,000 | +6.2% | 47,400 | 0.0% | 0.30% | +2.4% |
| Q2 2016 | $2,108,000 | -1.0% | 47,400 | 0.0% | 0.29% | -1.0% |
| Q1 2016 | $2,129,000 | -0.4% | 47,400 | 0.0% | 0.30% | -3.9% |
| Q4 2015 | $2,138,000 | – | 47,400 | – | 0.31% | – |
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% |