VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 434 filers reported holding VANGUARD STAR FDS in Q1 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $185,273,234 | -3.1% | 3,461,757 | +1.5% | 13.60% | +0.8% |
| Q2 2023 | $191,217,771 | +4.7% | 3,409,732 | +3.1% | 13.49% | -0.1% |
| Q1 2023 | $182,659,801 | +106003.8% | 3,308,455 | -0.6% | 13.51% | -1.3% |
| Q4 2022 | $172,152 | -99.9% | 3,328,541 | +2.5% | 13.68% | +4.1% |
| Q3 2022 | $148,663,000 | -40.7% | 3,248,050 | -33.1% | 13.15% | -38.9% |
| Q2 2022 | $250,632,000 | -17.0% | 4,856,259 | -4.0% | 21.52% | -8.6% |
| Q1 2022 | $302,139,000 | -0.6% | 5,057,564 | +5.8% | 23.56% | -0.1% |
| Q4 2021 | $303,871,000 | +3.8% | 4,780,101 | +3.3% | 23.59% | +0.7% |
| Q3 2021 | $292,792,000 | -2.8% | 4,628,397 | +1.0% | 23.44% | -1.1% |
| Q2 2021 | $301,114,000 | +9.4% | 4,584,571 | +4.5% | 23.71% | +3.7% |
| Q1 2021 | $275,191,000 | +5.6% | 4,389,008 | +1.3% | 22.86% | -3.6% |
| Q4 2020 | $260,623,000 | +15.6% | 4,332,159 | +0.3% | 23.73% | -2.3% |
| Q3 2020 | $225,404,000 | -0.1% | 4,320,562 | -5.8% | 24.28% | -3.6% |
| Q2 2020 | $225,527,000 | +12.7% | 4,586,680 | -3.8% | 25.20% | +2.5% |
| Q1 2020 | $200,097,000 | -24.0% | 4,768,739 | +0.8% | 24.60% | -13.8% |
| Q4 2019 | $263,355,000 | +9.1% | 4,728,941 | +1.2% | 28.54% | +1.6% |
| Q3 2019 | $241,386,000 | +3.4% | 4,672,590 | +5.6% | 28.10% | +1.7% |
| Q2 2019 | $233,363,000 | +2.9% | 4,423,956 | +1.3% | 27.62% | -1.6% |
| Q1 2019 | $226,692,000 | +11.1% | 4,367,855 | +1.1% | 28.07% | +3.5% |
| Q4 2018 | $203,953,000 | -5.3% | 4,319,212 | +8.3% | 27.12% | -7.0% |
| Q3 2018 | $215,371,000 | +3.1% | 3,988,348 | +3.3% | 29.17% | -2.4% |
| Q2 2018 | $208,954,000 | -0.5% | 3,862,375 | +4.0% | 29.89% | -4.5% |
| Q1 2018 | $210,021,000 | +18.5% | 3,713,894 | +19.0% | 31.30% | +1.5% |
| Q4 2017 | $177,264,000 | +9.3% | 3,120,312 | +5.3% | 30.83% | +1.0% |
| Q3 2017 | $162,218,000 | +8.6% | 2,963,981 | +3.1% | 30.52% | +3.0% |
| Q2 2017 | $149,428,000 | +9.2% | 2,875,265 | +4.4% | 29.63% | +5.9% |
| Q1 2017 | $136,849,000 | +9.9% | 2,754,619 | +1.5% | 27.98% | +3.2% |
| Q4 2016 | $124,492,000 | +7.6% | 2,713,424 | +10.7% | 27.11% | +2.5% |
| Q3 2016 | $115,726,000 | +11.4% | 2,451,286 | +4.9% | 26.44% | +4.7% |
| Q2 2016 | $103,906,000 | +3.2% | 2,336,001 | +4.3% | 25.26% | +4.0% |
| Q1 2016 | $100,648,000 | +10.7% | 2,240,617 | +11.1% | 24.29% | +10.4% |
| Q4 2015 | $90,945,000 | +19.6% | 2,016,078 | +17.5% | 22.00% | +0.6% |
| Q3 2015 | $76,033,000 | +32.0% | 1,715,541 | +49.9% | 21.87% | +17.9% |
| Q2 2015 | $57,589,000 | +10.1% | 1,144,226 | +10.1% | 18.55% | +8.2% |
| Q1 2015 | $52,321,000 | +8.9% | 1,039,145 | +4.5% | 17.14% | +17.3% |
| Q4 2014 | $48,056,000 | +0.2% | 994,115 | +5.7% | 14.61% | -17.0% |
| Q3 2014 | $47,979,000 | -3.3% | 940,772 | +3.0% | 17.60% | -1.7% |
| Q2 2014 | $49,609,000 | +6.2% | 913,777 | +2.1% | 17.91% | +1.3% |
| Q1 2014 | $46,717,000 | +7.9% | 894,971 | +8.3% | 17.68% | +12.5% |
| Q4 2013 | $43,277,000 | +19.2% | 826,206 | +14.1% | 15.71% | +6.8% |
| Q3 2013 | $36,311,000 | +10.6% | 724,045 | +5.4% | 14.72% | +4.8% |
| Q2 2013 | $32,840,000 | – | 687,181 | – | 14.04% | – |
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% |