VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $335,517 | +95217.3% | 6,269 | 0.0% | 0.04% | +68.2% |
Q2 2023 | $352 | -99.9% | 6,269 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $346,111 | +6.7% | 6,269 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $324,233 | -99.9% | 6,269 | -1.7% | 0.02% | -4.3% |
Q3 2022 | $329,169,000 | 0.0% | 6,378 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $329,169,000 | +86296.1% | 6,378 | 0.0% | 0.02% | +9.5% |
Q1 2022 | $381,000 | -5.9% | 6,378 | 0.0% | 0.02% | +10.5% |
Q4 2021 | $405,000 | +25.8% | 6,378 | +25.1% | 0.02% | +18.8% |
Q3 2021 | $322,000 | -3.9% | 5,097 | 0.0% | 0.02% | -5.9% |
Q2 2021 | $335,000 | +4.7% | 5,097 | 0.0% | 0.02% | -10.5% |
Q1 2021 | $320,000 | -49.0% | 5,097 | -51.2% | 0.02% | -48.6% |
Q4 2020 | $628,000 | +15.2% | 10,438 | 0.0% | 0.04% | -2.6% |
Q3 2020 | $545,000 | -81.9% | 10,438 | -83.0% | 0.04% | -84.4% |
Q2 2020 | $3,017,000 | +661.9% | 61,356 | +549.5% | 0.24% | +510.0% |
Q1 2020 | $396,000 | -94.8% | 9,446 | -93.0% | 0.04% | -92.8% |
Q4 2019 | $7,551,000 | +199.4% | 135,592 | +177.8% | 0.56% | +173.4% |
Q3 2019 | $2,522,000 | -3.8% | 48,817 | -1.7% | 0.20% | -11.4% |
Q2 2019 | $2,621,000 | -80.5% | 49,686 | -80.8% | 0.23% | -81.2% |
Q1 2019 | $13,429,000 | +9.7% | 258,754 | -0.2% | 1.22% | -5.0% |
Q4 2018 | $12,240,000 | -12.7% | 259,219 | -0.1% | 1.28% | -2.5% |
Q3 2018 | $14,016,000 | -42.9% | 259,557 | -42.8% | 1.32% | -43.6% |
Q2 2018 | $24,565,000 | -29.9% | 454,058 | -26.7% | 2.33% | -32.3% |
Q1 2018 | $35,021,000 | +52.5% | 619,298 | +53.2% | 3.45% | +37.2% |
Q4 2017 | $22,964,000 | +8.0% | 404,233 | +4.0% | 2.51% | -1.9% |
Q3 2017 | $21,272,000 | -89.9% | 388,664 | -90.4% | 2.56% | -86.7% |
Q2 2017 | $210,952,000 | -8.9% | 4,059,107 | -12.9% | 19.27% | +1.1% |
Q1 2017 | $231,619,000 | +7.9% | 4,662,209 | -0.4% | 19.06% | +4.1% |
Q4 2016 | $214,739,000 | -2.0% | 4,680,439 | +0.8% | 18.31% | -3.2% |
Q3 2016 | $219,188,000 | +62.7% | 4,642,834 | +53.3% | 18.90% | +43.7% |
Q2 2016 | $134,751,000 | +100.9% | 3,029,475 | +102.8% | 13.15% | +91.7% |
Q1 2016 | $67,086,000 | +2364.6% | 1,493,457 | +2331.2% | 6.86% | +2044.1% |
Q3 2015 | $2,722,000 | +27.6% | 61,428 | +44.9% | 0.32% | +41.0% |
Q2 2015 | $2,133,000 | +45.0% | 42,382 | +45.1% | 0.23% | +51.3% |
Q1 2015 | $1,471,000 | +71.4% | 29,217 | +64.5% | 0.15% | +74.4% |
Q4 2014 | $858,000 | +236.5% | 17,759 | +255.3% | 0.09% | +258.3% |
Q3 2014 | $255,000 | – | 4,998 | – | 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% |