VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $972,000 | +0.4% | 15,297 | 0.0% | 0.16% | -6.6% |
| Q3 2021 | $968,000 | -23.6% | 15,297 | -20.7% | 0.17% | -71.7% |
| Q2 2021 | $1,267,000 | +4.7% | 19,297 | 0.0% | 0.59% | -5.9% |
| Q1 2021 | $1,210,000 | +4.2% | 19,297 | 0.0% | 0.63% | -1.1% |
| Q4 2020 | $1,161,000 | +15.3% | 19,297 | 0.0% | 0.64% | +15.5% |
| Q3 2020 | $1,007,000 | +33.9% | 19,297 | +26.1% | 0.55% | +68.7% |
| Q2 2020 | $752,000 | +17.1% | 15,297 | 0.0% | 0.33% | -10.4% |
| Q1 2020 | $642,000 | -24.6% | 15,297 | 0.0% | 0.36% | -18.6% |
| Q4 2019 | $852,000 | +7.8% | 15,297 | 0.0% | 0.45% | +1.6% |
| Q3 2019 | $790,000 | -2.1% | 15,297 | 0.0% | 0.44% | -3.9% |
| Q2 2019 | $807,000 | +1.6% | 15,297 | 0.0% | 0.46% | -4.8% |
| Q1 2019 | $794,000 | +10.0% | 15,297 | 0.0% | 0.48% | +38.2% |
| Q4 2018 | $722,000 | -12.6% | 15,297 | 0.0% | 0.35% | -50.7% |
| Q3 2018 | $826,000 | -0.2% | 15,297 | 0.0% | 0.71% | -4.1% |
| Q2 2018 | $828,000 | -4.3% | 15,297 | 0.0% | 0.74% | +93.2% |
| Q1 2018 | $865,000 | -0.5% | 15,297 | 0.0% | 0.38% | +11.1% |
| Q4 2017 | $869,000 | +3.8% | 15,297 | 0.0% | 0.34% | +6.5% |
| Q3 2017 | $837,000 | – | 15,297 | – | 0.32% | – |
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% |