VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $600,689 | +71240.7% | 11,224 | -25.3% | 0.10% | +40.5% |
| Q2 2023 | $842 | 0.0% | 15,021 | -1.5% | 0.07% | +7.2% |
| Q1 2023 | $842 | -100.0% | 15,249 | -32.0% | 0.07% | -31.7% |
| Q4 2022 | $1,159,971,770 | +103284.3% | 22,428 | -8.5% | 0.10% | -8.2% |
| Q3 2022 | $1,122,000 | +51.0% | 24,521 | +334.7% | 0.11% | +46.7% |
| Q2 2022 | $743,000 | -95.2% | 5,641 | -97.8% | 0.08% | -94.3% |
| Q1 2022 | $15,633,000 | +2.6% | 261,683 | +9.9% | 1.31% | +0.8% |
| Q4 2021 | $15,235,000 | +12.5% | 238,171 | +11.2% | 1.30% | -13.1% |
| Q3 2021 | $13,547,000 | +2.5% | 214,138 | +6.3% | 1.49% | -19.4% |
| Q2 2021 | $13,213,000 | +20.4% | 201,470 | +15.1% | 1.85% | +32.1% |
| Q1 2021 | $10,974,000 | +17.5% | 174,969 | +12.7% | 1.40% | +6.0% |
| Q4 2020 | $9,342,000 | +19.7% | 155,234 | +4.2% | 1.32% | +12.5% |
| Q3 2020 | $7,803,000 | +191.5% | 148,983 | +173.6% | 1.18% | +153.4% |
| Q2 2020 | $2,677,000 | +73.0% | 54,448 | +47.3% | 0.46% | +52.6% |
| Q1 2020 | $1,547,000 | +114.9% | 36,957 | +186.3% | 0.30% | +143.2% |
| Q4 2019 | $720,000 | – | 12,907 | – | 0.12% | – |
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% |