VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $399,998 | -10.3% | 7,474 | -6.0% | 0.04% | -23.2% |
| Q2 2023 | $445,701 | +9.8% | 7,948 | +8.1% | 0.06% | +27.3% |
| Q1 2023 | $405,867 | +7.0% | 7,351 | +0.2% | 0.04% | +2.3% |
| Q4 2022 | $379,349 | +14.3% | 7,335 | +1.2% | 0.04% | +16.2% |
| Q3 2022 | $332,000 | -54.8% | 7,247 | -49.1% | 0.04% | -51.9% |
| Q2 2022 | $735,000 | +11.0% | 14,244 | +28.6% | 0.08% | +24.2% |
| Q1 2022 | $662,000 | -5.8% | 11,079 | +0.2% | 0.06% | -4.6% |
| Q4 2021 | $703,000 | +1.9% | 11,060 | +1.5% | 0.06% | 0.0% |
| Q3 2021 | $690,000 | -3.1% | 10,900 | +0.6% | 0.06% | -3.0% |
| Q2 2021 | $712,000 | +5.6% | 10,839 | +0.8% | 0.07% | -4.3% |
| Q1 2021 | $674,000 | +4.5% | 10,756 | +0.3% | 0.07% | -4.1% |
| Q4 2020 | $645,000 | +16.4% | 10,729 | +1.0% | 0.07% | -3.9% |
| Q3 2020 | $554,000 | +6.7% | 10,624 | +0.7% | 0.08% | 0.0% |
| Q2 2020 | $519,000 | +17.7% | 10,554 | +0.5% | 0.08% | -1.3% |
| Q1 2020 | $441,000 | – | 10,500 | – | 0.08% | – |
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% |