VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,777,628 | -4.1% | 51,899 | +0.5% | 0.30% | -7.2% |
| Q2 2023 | $2,896,516 | -5.8% | 51,650 | -7.2% | 0.32% | -10.1% |
| Q1 2023 | $3,073,699 | +6.9% | 55,673 | +0.2% | 0.36% | +0.3% |
| Q4 2022 | $2,874,063 | +7.5% | 55,570 | -4.9% | 0.36% | -18.4% |
| Q3 2022 | $2,673,000 | -17.8% | 58,409 | -7.2% | 0.44% | -13.2% |
| Q2 2022 | $3,250,000 | -12.8% | 62,965 | +0.9% | 0.50% | -2.1% |
| Q1 2022 | $3,727,000 | -8.9% | 62,388 | -3.0% | 0.51% | -13.9% |
| Q4 2021 | $4,091,000 | +4.1% | 64,350 | +3.6% | 0.60% | -8.9% |
| Q3 2021 | $3,929,000 | -5.1% | 62,108 | -1.5% | 0.65% | -9.3% |
| Q2 2021 | $4,140,000 | -0.3% | 63,037 | -4.8% | 0.72% | -4.6% |
| Q1 2021 | $4,151,000 | +4.4% | 66,211 | +0.2% | 0.76% | -6.7% |
| Q4 2020 | $3,976,000 | -30.6% | 66,085 | -39.8% | 0.81% | -37.1% |
| Q3 2020 | $5,729,000 | +4.5% | 109,806 | -1.5% | 1.29% | -6.5% |
| Q2 2020 | $5,484,000 | -42.7% | 111,534 | -51.1% | 1.38% | -53.3% |
| Q1 2020 | $9,569,000 | -33.7% | 228,047 | -12.0% | 2.95% | -25.7% |
| Q4 2019 | $14,427,000 | -13.6% | 259,061 | -19.9% | 3.96% | -17.1% |
| Q3 2019 | $16,702,000 | -2.3% | 323,306 | -0.2% | 4.78% | -13.1% |
| Q2 2019 | $17,093,000 | +0.2% | 324,041 | -1.5% | 5.50% | -1.2% |
| Q1 2019 | $17,065,000 | +8.9% | 328,809 | -0.9% | 5.57% | -2.4% |
| Q4 2018 | $15,666,000 | – | 331,758 | – | 5.71% | – |
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% |