VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,045,448 | -8.3% | 150,326 | -3.9% | 0.25% | -7.1% |
| Q2 2023 | $8,772,707 | -9.0% | 156,432 | -10.4% | 0.27% | -14.4% |
| Q1 2023 | $9,638,949 | -17.0% | 174,587 | -22.2% | 0.31% | -21.6% |
| Q4 2022 | $11,609,589 | +408.5% | 224,470 | +350.1% | 0.40% | +272.0% |
| Q3 2022 | $2,283,000 | -13.5% | 49,874 | -2.4% | 0.11% | -13.7% |
| Q2 2022 | $2,638,000 | -15.8% | 51,110 | -2.6% | 0.12% | -7.5% |
| Q1 2022 | $3,134,000 | -68.8% | 52,454 | -66.8% | 0.13% | -65.8% |
| Q4 2021 | $10,053,000 | +2316.6% | 158,136 | +1864.7% | 0.39% | +1251.7% |
| Q3 2019 | $416,000 | -2.1% | 8,049 | 0.0% | 0.03% | -9.4% |
| Q2 2019 | $425,000 | +1.7% | 8,049 | 0.0% | 0.03% | -5.9% |
| Q1 2019 | $418,000 | +10.0% | 8,049 | 0.0% | 0.03% | -24.4% |
| Q4 2018 | $380,000 | -12.6% | 8,049 | 0.0% | 0.04% | +15.4% |
| Q3 2018 | $435,000 | 0.0% | 8,049 | 0.0% | 0.04% | -7.1% |
| Q2 2018 | $435,000 | -4.4% | 8,049 | 0.0% | 0.04% | -12.5% |
| Q1 2018 | $455,000 | – | 8,049 | – | 0.05% | – |
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% |