VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,851 | -3.1% | 128 | 0.0% | 0.00% | -25.0% |
| Q2 2023 | $7,067 | +100857.1% | 128 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7 | -66.7% | 128 | -68.0% | 0.00% | -66.7% |
| Q4 2022 | $21 | -99.9% | 400 | +1.0% | 0.01% | -47.8% |
| Q3 2022 | $18,000 | -10.0% | 396 | +0.3% | 0.02% | -8.0% |
| Q2 2022 | $20,000 | -13.0% | 395 | +0.8% | 0.02% | -3.8% |
| Q1 2022 | $23,000 | -4.2% | 392 | +4.0% | 0.03% | -3.7% |
| Q4 2021 | $24,000 | 0.0% | 377 | +0.8% | 0.03% | -6.9% |
| Q3 2021 | $24,000 | 0.0% | 374 | +0.5% | 0.03% | -3.3% |
| Q2 2021 | $24,000 | +4.3% | 372 | +0.3% | 0.03% | -9.1% |
| Q1 2021 | $23,000 | +9.5% | 371 | +4.8% | 0.03% | -5.7% |
| Q4 2020 | $21,000 | +16.7% | 354 | +0.6% | 0.04% | 0.0% |
| Q3 2020 | $18,000 | +5.9% | 352 | +0.6% | 0.04% | -16.7% |
| Q2 2020 | $17,000 | +13.3% | 350 | +0.3% | 0.04% | 0.0% |
| Q1 2020 | $15,000 | -16.7% | 349 | +6.1% | 0.04% | -27.6% |
| Q4 2019 | $18,000 | +5.9% | 329 | +0.9% | 0.06% | +1.8% |
| Q3 2019 | $17,000 | 0.0% | 326 | +0.3% | 0.06% | -1.7% |
| Q2 2019 | $17,000 | 0.0% | 325 | +0.6% | 0.06% | -3.3% |
| Q1 2019 | $17,000 | +21.4% | 323 | +5.2% | 0.06% | +11.1% |
| Q4 2018 | $14,000 | 0.0% | 307 | +22.3% | 0.05% | +12.5% |
| Q3 2018 | $14,000 | 0.0% | 251 | 0.0% | 0.05% | -7.7% |
| Q2 2018 | $14,000 | 0.0% | 251 | +1.2% | 0.05% | -7.1% |
| Q1 2018 | $14,000 | +7.7% | 248 | +8.8% | 0.06% | +9.8% |
| Q4 2017 | $13,000 | +8.3% | 228 | +0.4% | 0.05% | 0.0% |
| Q3 2017 | $12,000 | 0.0% | 227 | +0.4% | 0.05% | -10.5% |
| Q2 2017 | $12,000 | +9.1% | 226 | +0.9% | 0.06% | +11.8% |
| Q1 2017 | $11,000 | +83.3% | 224 | +72.3% | 0.05% | +70.0% |
| Q4 2016 | $6,000 | 0.0% | 130 | +0.8% | 0.03% | -3.2% |
| Q3 2016 | $6,000 | 0.0% | 129 | +0.8% | 0.03% | -3.1% |
| Q2 2016 | $6,000 | +50.0% | 128 | +28.0% | 0.03% | +45.5% |
| Q1 2016 | $4,000 | -20.0% | 100 | 0.0% | 0.02% | -24.1% |
| Q4 2015 | $5,000 | +25.0% | 100 | 0.0% | 0.03% | +26.1% |
| Q3 2015 | $4,000 | – | 100 | – | 0.02% | – |
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% |