VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $575 | -11.5% | 9,918 | -18.3% | 0.40% | -18.4% |
| Q3 2023 | $650 | -4.6% | 12,138 | 0.0% | 0.49% | +3.2% |
| Q2 2023 | $681 | +1.6% | 12,138 | 0.0% | 0.47% | +0.6% |
| Q1 2023 | $670 | +6.7% | 12,138 | 0.0% | 0.47% | +0.2% |
| Q4 2022 | $628 | -99.9% | 12,138 | 0.0% | 0.47% | +4.5% |
| Q3 2022 | $556,000 | -10.8% | 12,138 | +0.6% | 0.45% | -3.9% |
| Q2 2022 | $623,000 | -10.9% | 12,069 | +1.2% | 0.47% | +4.2% |
| Q1 2022 | $699,000 | -7.7% | 11,931 | +0.2% | 0.45% | +1.8% |
| Q4 2021 | $757,000 | +2.0% | 11,911 | +2.1% | 0.44% | -0.7% |
| Q3 2021 | $742,000 | -3.1% | 11,670 | 0.0% | 0.44% | -2.6% |
| Q2 2021 | $766,000 | +10.2% | 11,670 | +1.0% | 0.46% | +3.9% |
| Q1 2021 | $695,000 | 0.0% | 11,550 | 0.0% | 0.44% | -3.1% |
| Q4 2020 | $695,000 | +16.4% | 11,550 | +1.0% | 0.45% | 0.0% |
| Q3 2020 | $597,000 | +6.8% | 11,437 | +0.7% | 0.45% | +0.7% |
| Q2 2020 | $559,000 | +17.9% | 11,363 | +0.5% | 0.45% | -2.2% |
| Q1 2020 | $474,000 | -24.4% | 11,305 | +0.3% | 0.46% | +5.8% |
| Q4 2019 | $627,000 | +8.9% | 11,275 | +1.1% | 0.43% | +0.2% |
| Q3 2019 | $576,000 | -1.4% | 11,149 | +0.6% | 0.43% | +0.2% |
| Q2 2019 | $584,000 | +2.6% | 11,085 | +1.2% | 0.43% | +35.0% |
| Q1 2019 | $569,000 | +10.3% | 10,957 | +0.3% | 0.32% | -29.4% |
| Q4 2018 | $516,000 | -11.2% | 10,922 | +1.6% | 0.45% | +1.8% |
| Q3 2018 | $581,000 | -0.2% | 10,753 | 0.0% | 0.44% | -4.9% |
| Q2 2018 | $582,000 | -3.2% | 10,753 | +1.1% | 0.47% | -6.0% |
| Q1 2018 | $601,000 | -0.3% | 10,636 | +0.3% | 0.50% | +0.4% |
| Q4 2017 | $603,000 | +4.9% | 10,609 | +1.0% | 0.50% | +1.2% |
| Q3 2017 | $575,000 | +5.9% | 10,509 | +0.5% | 0.49% | 0.0% |
| Q2 2017 | $543,000 | +5.6% | 10,452 | +1.1% | 0.49% | +0.4% |
| Q1 2017 | $514,000 | +8.7% | 10,342 | +0.3% | 0.49% | +3.4% |
| Q4 2016 | $473,000 | -1.9% | 10,309 | +0.9% | 0.47% | -5.4% |
| Q3 2016 | $482,000 | +6.6% | 10,221 | +0.6% | 0.50% | -2.0% |
| Q2 2016 | $452,000 | +0.2% | 10,160 | +1.2% | 0.51% | -2.3% |
| Q1 2016 | $451,000 | +1.8% | 10,037 | +0.3% | 0.52% | -10.3% |
| Q4 2015 | $443,000 | – | 10,006 | – | 0.58% | – |
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% |