VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,112,447 | +1.7% | 95,524 | +6.6% | 0.35% | +5.8% |
| Q2 2023 | $5,025,634 | +9.2% | 89,615 | +7.5% | 0.33% | +3.5% |
| Q1 2023 | $4,602,903 | +10.9% | 83,370 | +3.9% | 0.32% | +1.0% |
| Q4 2022 | $4,150,572 | +9.4% | 80,250 | -3.2% | 0.31% | -0.3% |
| Q3 2022 | $3,795,000 | -12.7% | 82,922 | -1.5% | 0.31% | -28.5% |
| Q2 2022 | $4,346,000 | -12.9% | 84,224 | +0.8% | 0.44% | +2.1% |
| Q1 2022 | $4,989,000 | -4.1% | 83,517 | +2.1% | 0.43% | 0.0% |
| Q4 2021 | $5,201,000 | -47.2% | 81,829 | -47.4% | 0.43% | -47.0% |
| Q3 2021 | $9,843,000 | +6209.6% | 155,601 | +6421.4% | 0.81% | +4975.0% |
| Q2 2021 | $156,000 | +2.0% | 2,386 | -2.4% | 0.02% | 0.0% |
| Q1 2021 | $153,000 | -27.8% | 2,445 | -30.7% | 0.02% | -38.5% |
| Q4 2020 | $212,000 | -38.0% | 3,530 | -46.3% | 0.03% | -46.9% |
| Q3 2020 | $342,000 | -56.7% | 6,574 | -59.1% | 0.05% | -60.2% |
| Q2 2020 | $789,000 | +39350.0% | 16,064 | +29648.1% | 0.12% | – |
| Q1 2020 | $2,000 | -33.3% | 54 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | +50.0% | 54 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | -33.3% | 54 | 0.0% | 0.00% | -100.0% |
| Q2 2019 | $3,000 | +50.0% | 54 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 54 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | -33.3% | 54 | 0.0% | 0.00% | -100.0% |
| Q3 2018 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $3,000 | +50.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $2,000 | -33.3% | 54 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $3,000 | -25.0% | 54 | -50.0% | 0.00% | 0.0% |
| Q2 2016 | $4,000 | +100.0% | 108 | +100.0% | 0.00% | 0.0% |
| Q1 2016 | $2,000 | – | 54 | – | 0.00% | – |
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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% |