VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 179 filers reported holding VANGUARD STAR FDS in Q4 2015. The put-call ratio across all filers is 2.83 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,966,569 | -0.1% | 111,483 | +4.6% | 2.50% | -7.0% |
| Q2 2023 | $5,974,818 | +1.7% | 106,541 | +0.1% | 2.69% | -0.6% |
| Q1 2023 | $5,876,082 | +9.7% | 106,431 | +2.7% | 2.70% | +4.8% |
| Q4 2022 | $5,358,838 | +14.3% | 103,612 | +1.2% | 2.58% | -17.2% |
| Q3 2022 | $4,688,000 | -53.7% | 102,431 | -43.8% | 3.12% | -43.7% |
| Q2 2022 | $10,120,000 | +94.9% | 182,388 | +109.8% | 5.53% | +99.7% |
| Q1 2022 | $5,193,000 | +11.5% | 86,926 | +18.6% | 2.77% | +1.2% |
| Q4 2021 | $4,659,000 | +5.7% | 73,291 | +5.2% | 2.74% | +6.2% |
| Q3 2021 | $4,408,000 | +2.3% | 69,673 | +6.3% | 2.58% | -0.3% |
| Q2 2021 | $4,307,000 | +28.6% | 65,571 | +22.8% | 2.58% | +11.3% |
| Q1 2021 | $3,349,000 | -0.4% | 53,415 | -4.4% | 2.32% | -5.8% |
| Q4 2020 | $3,361,000 | +14.3% | 55,872 | -0.9% | 2.47% | +0.2% |
| Q3 2020 | $2,941,000 | +5.5% | 56,374 | -0.5% | 2.46% | -4.5% |
| Q2 2020 | $2,787,000 | +17.2% | 56,673 | +0.0% | 2.58% | -13.3% |
| Q1 2020 | $2,377,000 | -27.2% | 56,649 | -3.4% | 2.97% | -2.1% |
| Q4 2019 | $3,265,000 | +6.6% | 58,624 | -1.1% | 3.04% | -2.4% |
| Q3 2019 | $3,062,000 | -68.2% | 59,271 | -67.6% | 3.11% | -63.9% |
| Q2 2019 | $9,641,000 | +0.7% | 182,774 | -0.9% | 8.61% | -6.9% |
| Q1 2019 | $9,571,000 | +10.1% | 184,421 | +0.2% | 9.25% | +0.7% |
| Q4 2018 | $8,690,000 | -10.8% | 184,029 | +2.0% | 9.18% | -15.3% |
| Q3 2018 | $9,742,000 | +1.4% | 180,411 | +1.5% | 10.83% | +20.2% |
| Q2 2018 | $9,612,000 | +43590.9% | 177,669 | +41508.7% | 9.01% | +39073.9% |
| Q1 2018 | $22,000 | -99.8% | 427 | -99.8% | 0.02% | -99.8% |
| Q4 2017 | $9,827,000 | +6.7% | 172,987 | -2.4% | 11.26% | -8.6% |
| Q2 2017 | $9,211,000 | +221.7% | 177,240 | +207.6% | 12.31% | +229.8% |
| Q1 2017 | $2,863,000 | +5.9% | 57,619 | -2.2% | 3.73% | -36.0% |
| Q4 2016 | $2,704,000 | +1.8% | 58,927 | +3.7% | 5.83% | +52.1% |
| Q3 2016 | $2,656,000 | +6.1% | 56,830 | +1.0% | 3.83% | +6.1% |
| Q2 2016 | $2,503,000 | +2.8% | 56,276 | +3.9% | 3.61% | -6.7% |
| Q1 2016 | $2,434,000 | -0.4% | 54,186 | -0.0% | 3.87% | +61.4% |
| Q4 2015 | $2,445,000 | -64.9% | 54,191 | -65.5% | 2.40% | -63.4% |
| Q3 2015 | $6,969,000 | -9.0% | 157,245 | +3.3% | 6.55% | -23.8% |
| Q2 2015 | $7,662,000 | +26.4% | 152,241 | +26.4% | 8.59% | +27.3% |
| Q1 2015 | $6,064,000 | – | 120,451 | – | 6.75% | – |
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% |