VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 2020. 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 | $33,499,963 | +5.5% | 625,934 | +10.6% | 0.52% | +4.6% |
| Q2 2023 | $31,743,740 | -40.1% | 566,044 | -41.0% | 0.50% | -43.4% |
| Q1 2023 | $53,000,787 | +9.1% | 959,985 | +2.2% | 0.88% | +0.2% |
| Q4 2022 | $48,571,061 | +91.5% | 939,116 | +69.5% | 0.88% | +31.5% |
| Q3 2022 | $25,366,000 | -9.6% | 554,206 | +2.0% | 0.67% | +5.0% |
| Q2 2022 | $28,045,000 | -12.3% | 543,403 | +1.5% | 0.64% | 0.0% |
| Q1 2022 | $31,989,000 | +68.8% | 535,469 | +79.6% | 0.64% | +66.1% |
| Q4 2021 | $18,949,000 | -9.1% | 298,073 | -9.6% | 0.38% | -5.4% |
| Q3 2021 | $20,854,000 | +22.7% | 329,658 | +27.4% | 0.41% | +0.7% |
| Q2 2021 | $16,993,000 | +29.1% | 258,730 | +23.2% | 0.40% | +11.3% |
| Q1 2021 | $13,166,000 | +0.2% | 209,991 | -3.9% | 0.36% | -14.0% |
| Q4 2020 | $13,142,000 | +17.9% | 218,448 | +2.2% | 0.42% | +0.2% |
| Q3 2020 | $11,147,000 | +5.2% | 213,670 | -0.8% | 0.42% | -7.1% |
| Q2 2020 | $10,595,000 | +14.0% | 215,475 | -2.7% | 0.45% | -9.4% |
| Q1 2020 | $9,294,000 | -23.0% | 221,494 | +2.3% | 0.50% | -3.1% |
| Q4 2019 | $12,063,000 | +19.4% | 216,477 | +10.6% | 0.52% | +15.5% |
| Q3 2019 | $10,103,000 | +23.5% | 195,695 | +26.0% | 0.45% | +22.9% |
| Q2 2019 | $8,180,000 | +69.6% | 155,291 | +67.0% | 0.36% | +51.2% |
| Q1 2019 | $4,824,000 | +16.2% | 93,002 | +5.9% | 0.24% | -1.2% |
| Q4 2018 | $4,153,000 | +3.1% | 87,780 | +17.5% | 0.24% | +23.4% |
| Q3 2018 | $4,027,000 | +68.5% | 74,713 | +68.6% | 0.20% | +42.8% |
| Q2 2018 | $2,390,000 | -0.2% | 44,321 | +4.7% | 0.14% | -4.2% |
| Q1 2018 | $2,394,000 | +146.3% | 42,312 | +137.4% | 0.14% | +144.1% |
| Q3 2017 | $972,000 | +20.7% | 17,824 | +15.5% | 0.06% | +18.0% |
| Q2 2017 | $805,000 | +78.9% | 15,432 | +70.4% | 0.05% | +66.7% |
| Q1 2017 | $450,000 | – | 9,058 | – | 0.03% | – |
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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% |