VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,703,580 | -2.6% | 31,831 | +2.0% | 0.99% | +5.3% |
| Q2 2023 | $1,749,682 | +11.7% | 31,200 | +9.9% | 0.94% | +9.2% |
| Q1 2023 | $1,566,835 | +19.5% | 28,380 | +12.0% | 0.86% | +14.2% |
| Q4 2022 | $1,310,873 | +49.1% | 25,346 | +32.0% | 0.75% | +55.9% |
| Q3 2022 | $879,000 | -13.1% | 19,195 | -2.0% | 0.48% | -8.7% |
| Q2 2022 | $1,011,000 | -12.8% | 19,595 | +0.9% | 0.53% | -1.1% |
| Q1 2022 | $1,160,000 | -6.2% | 19,420 | -0.2% | 0.54% | -3.1% |
| Q4 2021 | $1,237,000 | +1.6% | 19,454 | +1.1% | 0.55% | -5.5% |
| Q3 2021 | $1,217,000 | -4.1% | 19,237 | -0.5% | 0.58% | -1.7% |
| Q2 2021 | $1,269,000 | +2.4% | 19,328 | -2.2% | 0.59% | -9.2% |
| Q1 2021 | $1,239,000 | -5.7% | 19,768 | -9.5% | 0.65% | -1.1% |
| Q4 2020 | $1,314,000 | +10.1% | 21,841 | -4.5% | 0.66% | +0.3% |
| Q3 2020 | $1,193,000 | -6.8% | 22,870 | -12.1% | 0.66% | -0.2% |
| Q2 2020 | $1,280,000 | +13.9% | 26,026 | -2.9% | 0.66% | -6.2% |
| Q1 2020 | $1,124,000 | -24.6% | 26,795 | +0.1% | 0.70% | -0.8% |
| Q4 2019 | $1,491,000 | -5.5% | 26,775 | -12.3% | 0.71% | -39.6% |
| Q3 2019 | $1,577,000 | -33.1% | 30,527 | -32.8% | 1.18% | -46.6% |
| Q2 2019 | $2,359,000 | -22.2% | 45,456 | -22.2% | 2.20% | +14.7% |
| Q1 2019 | $3,034,000 | -0.4% | 58,460 | -9.4% | 1.92% | -19.1% |
| Q4 2018 | $3,045,000 | -12.6% | 64,494 | +0.0% | 2.37% | +1.5% |
| Q3 2018 | $3,482,000 | -22.9% | 64,480 | -22.7% | 2.34% | -4.7% |
| Q2 2018 | $4,515,000 | -33.3% | 83,465 | -30.3% | 2.45% | -43.6% |
| Q1 2018 | $6,768,000 | -11.3% | 119,678 | -10.9% | 4.34% | -18.1% |
| Q4 2017 | $7,630,000 | +8.8% | 134,314 | +4.8% | 5.30% | -0.9% |
| Q3 2017 | $7,016,000 | +5.5% | 128,200 | +0.2% | 5.35% | -9.2% |
| Q2 2017 | $6,649,000 | +5.9% | 127,945 | +1.2% | 5.89% | +30.3% |
| Q1 2017 | $6,279,000 | +9.1% | 126,384 | +0.7% | 4.52% | +15.1% |
| Q4 2016 | $5,756,000 | -11.6% | 125,450 | -9.1% | 3.93% | -50.6% |
| Q3 2016 | $6,514,000 | +8.1% | 137,984 | +1.9% | 7.95% | +2.4% |
| Q2 2016 | $6,025,000 | -0.5% | 135,452 | +0.5% | 7.76% | +27.0% |
| Q1 2016 | $6,054,000 | +28.0% | 134,771 | +28.5% | 6.11% | +51.9% |
| Q4 2015 | $4,731,000 | +9.2% | 104,888 | +7.3% | 4.02% | +39.4% |
| Q3 2015 | $4,334,000 | -8.3% | 97,788 | +4.1% | 2.88% | -35.3% |
| Q2 2015 | $4,727,000 | +3.7% | 93,919 | +3.8% | 4.46% | +25.2% |
| Q1 2015 | $4,558,000 | -89.1% | 90,523 | +4.8% | 3.56% | -15.7% |
| Q4 2014 | $41,736,000 | +921.9% | 86,338 | +7.8% | 4.22% | -19.0% |
| Q3 2014 | $4,084,000 | -2.6% | 80,087 | +3.7% | 5.21% | +40.6% |
| Q2 2014 | $4,193,000 | +5.5% | 77,232 | +1.4% | 3.71% | +22.6% |
| Q1 2014 | $3,974,000 | +4.3% | 76,137 | +4.7% | 3.02% | -22.2% |
| Q4 2013 | $3,810,000 | – | 72,730 | – | 3.89% | – |
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% |