VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 506 filers reported holding VANGUARD STAR FDS in Q1 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,694,140 | +7.4% | 32,756 | -5.0% | 0.01% | -11.1% |
| Q3 2022 | $1,578,000 | -18.7% | 34,467 | -8.3% | 0.01% | -10.0% |
| Q2 2022 | $1,940,000 | -22.2% | 37,593 | -9.9% | 0.01% | -16.7% |
| Q1 2022 | $2,494,000 | -53.0% | 41,743 | -50.1% | 0.01% | -50.0% |
| Q4 2021 | $5,309,000 | +13.5% | 83,708 | +13.2% | 0.02% | +4.3% |
| Q3 2021 | $4,679,000 | +5.0% | 73,968 | +9.1% | 0.02% | 0.0% |
| Q2 2021 | $4,455,000 | -7.8% | 67,822 | -12.0% | 0.02% | -17.9% |
| Q1 2021 | $4,831,000 | -2.5% | 77,050 | -6.4% | 0.03% | -12.5% |
| Q4 2020 | $4,953,000 | +80.4% | 82,323 | +56.4% | 0.03% | +52.4% |
| Q3 2020 | $2,746,000 | -6.2% | 52,642 | -11.6% | 0.02% | -12.5% |
| Q2 2020 | $2,929,000 | -92.2% | 59,566 | +251.0% | 0.02% | -93.5% |
| Q1 2020 | $37,755,000 | +11340.9% | 16,970 | +171.3% | 0.37% | +12300.0% |
| Q2 2019 | $330,000 | +7.5% | 6,254 | +5.8% | 0.00% | 0.0% |
| Q1 2019 | $307,000 | +1.3% | 5,913 | -7.8% | 0.00% | -25.0% |
| Q4 2018 | $303,000 | -14.9% | 6,413 | -2.8% | 0.00% | -20.0% |
| Q3 2018 | $356,000 | +19.1% | 6,600 | +19.3% | 0.01% | +25.0% |
| Q2 2018 | $299,000 | -6.6% | 5,532 | -2.4% | 0.00% | -20.0% |
| Q1 2018 | $320,000 | – | 5,667 | – | 0.01% | – |
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% |