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 | $869 | -0.1% | 16,249 | +4.7% | 0.04% | +4.7% |
| Q2 2023 | $870 | -5.9% | 15,515 | -7.5% | 0.04% | -4.4% |
| Q1 2023 | $925 | +53.4% | 16,769 | +27.2% | 0.04% | +21.6% |
| Q4 2022 | $603 | -99.9% | 13,178 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $603,000 | -70.7% | 13,178 | -67.0% | 0.04% | -67.8% |
| Q2 2022 | $2,059,000 | -48.3% | 39,910 | -40.1% | 0.12% | -43.6% |
| Q1 2022 | $3,979,000 | -5.5% | 66,616 | +0.5% | 0.20% | -1.9% |
| Q4 2021 | $4,211,000 | +99.3% | 66,253 | +98.3% | 0.21% | +69.1% |
| Q3 2021 | $2,113,000 | -1.9% | 33,416 | +1.9% | 0.12% | -10.9% |
| Q2 2021 | $2,153,000 | +8.0% | 32,782 | +3.1% | 0.14% | 0.0% |
| Q1 2021 | $1,993,000 | +4.9% | 31,793 | +0.7% | 0.14% | -2.1% |
| Q4 2020 | $1,899,000 | +15.3% | 31,580 | +0.0% | 0.14% | 0.0% |
| Q3 2020 | $1,647,000 | +6.7% | 31,575 | +0.6% | 0.14% | +3.7% |
| Q2 2020 | $1,543,000 | +76.3% | 31,387 | +50.3% | 0.14% | +46.2% |
| Q1 2020 | $875,000 | -52.4% | 20,876 | -36.8% | 0.09% | -43.3% |
| Q4 2019 | $1,838,000 | +7.5% | 33,007 | -0.3% | 0.16% | -5.7% |
| Q3 2019 | $1,710,000 | -2.1% | 33,120 | 0.0% | 0.17% | -6.5% |
| Q2 2019 | $1,747,000 | -50.0% | 33,120 | -50.8% | 0.19% | -52.8% |
| Q1 2019 | $3,494,000 | -9.1% | 67,340 | -17.3% | 0.39% | -28.9% |
| Q4 2018 | $3,844,000 | +689.3% | 81,409 | +801.7% | 0.55% | +483.2% |
| Q3 2018 | $487,000 | -0.2% | 9,028 | 0.0% | 0.10% | -10.4% |
| Q2 2018 | $488,000 | -4.3% | 9,028 | 0.0% | 0.11% | -7.8% |
| Q1 2018 | $510,000 | -1.9% | 9,028 | -1.5% | 0.12% | -5.7% |
| Q4 2017 | $520,000 | +18.2% | 9,170 | +14.0% | 0.12% | -0.8% |
| Q3 2017 | $440,000 | +7.3% | 8,044 | +1.8% | 0.12% | -5.4% |
| Q2 2017 | $410,000 | +4.6% | 7,902 | 0.0% | 0.13% | +32.7% |
| Q1 2017 | $392,000 | +8.3% | 7,902 | 0.0% | 0.10% | -21.0% |
| Q4 2016 | $362,000 | +32.1% | 7,902 | +36.0% | 0.12% | +25.3% |
| Q3 2016 | $274,000 | +6.2% | 5,812 | 0.0% | 0.10% | +4.2% |
| Q2 2016 | $258,000 | – | 5,812 | – | 0.10% | – |
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% |