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 | $837,614 | +1.8% | 15,650 | +6.7% | 0.04% | -7.0% |
| Q2 2023 | $822,615 | -6.7% | 14,669 | -8.2% | 0.04% | -17.3% |
| Q1 2023 | $881,843 | -35.2% | 15,973 | -39.3% | 0.05% | -44.1% |
| Q4 2022 | $1,360,322 | +11.1% | 26,302 | -1.7% | 0.09% | 0.0% |
| Q3 2022 | $1,224,000 | -24.8% | 26,745 | -15.2% | 0.09% | -25.6% |
| Q2 2022 | $1,627,000 | +9.1% | 31,526 | +26.3% | 0.12% | +20.2% |
| Q1 2022 | $1,491,000 | -76.9% | 24,964 | -75.5% | 0.10% | -77.5% |
| Q4 2021 | $6,468,000 | -2.0% | 101,750 | -2.5% | 0.46% | -7.0% |
| Q3 2021 | $6,603,000 | -0.7% | 104,380 | +3.1% | 0.50% | -5.7% |
| Q2 2021 | $6,649,000 | +7.4% | 101,234 | +2.5% | 0.53% | -8.3% |
| Q1 2021 | $6,193,000 | +4.7% | 98,777 | +0.4% | 0.58% | +3.8% |
| Q4 2020 | $5,916,000 | +63.3% | 98,343 | +41.6% | 0.55% | +34.8% |
| Q3 2020 | $3,622,000 | +13.3% | 69,431 | +6.8% | 0.41% | -4.9% |
| Q2 2020 | $3,196,000 | +33.4% | 65,005 | +13.8% | 0.43% | -1.1% |
| Q1 2020 | $2,396,000 | -6.0% | 57,105 | +24.7% | 0.44% | +25.6% |
| Q4 2019 | $2,549,000 | +9.6% | 45,777 | +1.7% | 0.35% | -3.6% |
| Q3 2019 | $2,326,000 | +401.3% | 45,026 | +411.9% | 0.36% | +381.3% |
| Q2 2019 | $464,000 | – | 8,795 | – | 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% |