VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $115,145,390 | -3.8% | 2,151,446 | +0.8% | 12.32% | -13.3% |
| Q2 2023 | $119,684,366 | -4.0% | 2,134,172 | -5.5% | 14.21% | +7.0% |
| Q1 2023 | $124,715,084 | +6.7% | 2,258,922 | 0.0% | 13.28% | +2.6% |
| Q4 2022 | $116,831,446 | +89.4% | 2,258,922 | +67.6% | 12.94% | +107.9% |
| Q3 2022 | $61,695,000 | -8.7% | 1,347,940 | +2.9% | 6.22% | +5.2% |
| Q2 2022 | $67,575,000 | +7.1% | 1,309,340 | +24.0% | 5.92% | +31.7% |
| Q1 2022 | $63,091,000 | +15.7% | 1,056,100 | +23.2% | 4.49% | +13.1% |
| Q4 2021 | $54,511,000 | +16.5% | 857,500 | +16.0% | 3.97% | +28.9% |
| Q3 2021 | $46,781,000 | +18.1% | 739,500 | +22.6% | 3.08% | +38.3% |
| Q2 2021 | $39,605,000 | +4.8% | 603,000 | 0.0% | 2.23% | -6.1% |
| Q1 2021 | $37,808,000 | -5.0% | 603,000 | -8.8% | 2.37% | -9.9% |
| Q4 2020 | $39,793,000 | -7.9% | 661,450 | -20.1% | 2.63% | -22.9% |
| Q3 2020 | $43,205,000 | -7.8% | 828,161 | -13.1% | 3.42% | -2.5% |
| Q2 2020 | $46,847,000 | +11.3% | 952,761 | -5.1% | 3.50% | -8.0% |
| Q1 2020 | $42,107,000 | -29.3% | 1,003,500 | -6.2% | 3.81% | -9.2% |
| Q4 2019 | $59,588,000 | -10.5% | 1,070,000 | -17.0% | 4.19% | -28.3% |
| Q3 2019 | $66,589,000 | +5.4% | 1,288,984 | +7.6% | 5.84% | -3.7% |
| Q2 2019 | $63,167,000 | – | 1,197,484 | – | 6.07% | – |
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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% |