VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,436,620 | +36.5% | 931,185 | +48.4% | 6.44% | +41.0% |
| Q2 2023 | $36,218,567 | +99.6% | 627,379 | +92.6% | 4.57% | +84.7% |
| Q1 2023 | $18,148,723 | +27.9% | 325,713 | +29.0% | 2.47% | +26.6% |
| Q4 2022 | $14,192,919 | +966.3% | 252,498 | +789.2% | 1.95% | +866.8% |
| Q3 2022 | $1,331,000 | -44.3% | 28,395 | -38.1% | 0.20% | -40.9% |
| Q2 2022 | $2,388,000 | +2.0% | 45,841 | +14.1% | 0.34% | +3.0% |
| Q1 2022 | $2,341,000 | +665.0% | 40,178 | +736.0% | 0.33% | +730.0% |
| Q4 2021 | $306,000 | -0.6% | 4,806 | +1.5% | 0.04% | -13.0% |
| Q3 2021 | $308,000 | +0.7% | 4,736 | -0.9% | 0.05% | -2.1% |
| Q2 2021 | $306,000 | -1.9% | 4,780 | -2.2% | 0.05% | -4.1% |
| Q1 2021 | $312,000 | +7.2% | 4,890 | +1.2% | 0.05% | -2.0% |
| Q4 2020 | $291,000 | -98.4% | 4,830 | -98.6% | 0.05% | -99.3% |
| Q3 2020 | $18,340,000 | +7416.4% | 351,534 | +6996.0% | 6.69% | +12520.8% |
| Q2 2020 | $244,000 | +10.4% | 4,954 | +24.8% | 0.05% | -20.9% |
| Q4 2019 | $221,000 | – | 3,968 | – | 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% |