VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,427,852 | -27.2% | 45,508 | -21.4% | 0.23% | -24.9% |
Q2 2023 | $3,336,892 | +11.6% | 57,902 | +6.9% | 0.30% | -6.2% |
Q1 2023 | $2,989,732 | -24.9% | 54,152 | -25.8% | 0.32% | -51.1% |
Q4 2022 | $3,983,064 | +74.4% | 72,990 | +50.3% | 0.66% | -32.4% |
Q3 2022 | $2,284,000 | -9.0% | 48,555 | -2.1% | 0.97% | -11.3% |
Q2 2022 | $2,510,000 | -13.4% | 49,606 | 0.0% | 1.10% | -3.0% |
Q1 2022 | $2,900,000 | -7.2% | 49,606 | 0.0% | 1.13% | -13.5% |
Q4 2021 | $3,125,000 | +44.4% | 49,606 | +48.1% | 1.30% | +59.3% |
Q3 2021 | $2,164,000 | +6.6% | 33,486 | +8.1% | 0.82% | +6.6% |
Q2 2021 | $2,030,000 | -2.1% | 30,966 | -4.0% | 0.77% | -13.3% |
Q1 2021 | $2,073,000 | +5.2% | 32,266 | +2.8% | 0.89% | -2.2% |
Q4 2020 | $1,970,000 | -2.4% | 31,381 | -16.6% | 0.91% | -16.0% |
Q3 2020 | $2,019,000 | +15.1% | 37,636 | +8.5% | 1.08% | +0.9% |
Q2 2020 | $1,754,000 | +16.9% | 34,696 | 0.0% | 1.07% | -4.6% |
Q1 2020 | $1,501,000 | -68.1% | 34,696 | -58.6% | 1.12% | -63.7% |
Q4 2019 | $4,708,000 | +10.8% | 83,824 | -0.3% | 3.08% | -12.3% |
Q3 2019 | $4,248,000 | +139.7% | 84,080 | +149.4% | 3.51% | +106.9% |
Q2 2019 | $1,772,000 | – | 33,717 | – | 1.70% | – |
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% |