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 | $1,535,542 | -4.5% | 28,691 | +0.0% | 0.44% | -2.6% |
| Q2 2023 | $1,608,318 | +1.6% | 28,679 | 0.0% | 0.45% | -2.4% |
| Q1 2023 | $1,583,368 | +106667.9% | 28,679 | 0.0% | 0.46% | +11525.0% |
| Q4 2022 | $1,483 | -99.8% | 28,679 | +63.1% | 0.00% | +100.0% |
| Q3 2022 | $805,000 | +306.6% | 17,589 | +358.2% | 0.00% | – |
| Q2 2022 | $198,000 | -13.5% | 3,839 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $229,000 | -6.1% | 3,839 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $244,000 | +0.8% | 3,839 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $242,000 | +68.1% | 3,839 | +74.6% | 0.00% | – |
| Q2 2021 | $144,000 | +5.1% | 2,199 | 0.0% | 0.00% | – |
| Q1 2021 | $137,000 | +3.8% | 2,199 | 0.0% | 0.00% | – |
| Q4 2020 | $132,000 | +15.8% | 2,199 | 0.0% | 0.00% | – |
| Q3 2020 | $114,000 | +5.6% | 2,199 | 0.0% | 0.00% | – |
| Q2 2020 | $108,000 | +17.4% | 2,199 | 0.0% | 0.00% | – |
| Q1 2020 | $92,000 | – | 2,199 | – | 0.00% | – |
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% |