VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $846,521 | -4.3% | 15,817 | +0.3% | 0.10% | -1.0% |
| Q2 2023 | $884,229 | +4.6% | 15,767 | +2.9% | 0.10% | -1.9% |
| Q1 2023 | $845,695 | +8.4% | 15,318 | +1.5% | 0.11% | +2.9% |
| Q4 2022 | $780,320 | -17.9% | 15,087 | -27.4% | 0.10% | -24.1% |
| Q3 2022 | $951,000 | -11.1% | 20,776 | +0.2% | 0.14% | -6.8% |
| Q2 2022 | $1,070,000 | -16.1% | 20,732 | -2.9% | 0.15% | -3.9% |
| Q1 2022 | $1,275,000 | -3.7% | 21,345 | +2.5% | 0.15% | -2.5% |
| Q4 2021 | $1,324,000 | +0.2% | 20,834 | -0.3% | 0.16% | -6.5% |
| Q3 2021 | $1,321,000 | -5.0% | 20,888 | -1.4% | 0.17% | -4.0% |
| Q2 2021 | $1,391,000 | +1.2% | 21,180 | -3.4% | 0.18% | -4.9% |
| Q1 2021 | $1,375,000 | +8.6% | 21,933 | +4.2% | 0.18% | +4.0% |
| Q4 2020 | $1,266,000 | -0.5% | 21,049 | -13.7% | 0.18% | -12.4% |
| Q3 2020 | $1,272,000 | -0.2% | 24,378 | -6.0% | 0.20% | -7.8% |
| Q2 2020 | $1,275,000 | -8.3% | 25,931 | -21.8% | 0.22% | -24.7% |
| Q1 2020 | $1,391,000 | -31.4% | 33,160 | -8.9% | 0.29% | -20.1% |
| Q4 2019 | $2,028,000 | +3.5% | 36,418 | -3.7% | 0.36% | -2.4% |
| Q3 2019 | $1,960,000 | -12.5% | 37,808 | -10.8% | 0.37% | -9.7% |
| Q2 2019 | $2,241,000 | -4.4% | 42,385 | -5.9% | 0.41% | -10.0% |
| Q1 2019 | $2,343,000 | +0.3% | 45,043 | -8.9% | 0.46% | -14.8% |
| Q4 2018 | $2,337,000 | +22.0% | 49,460 | +40.0% | 0.54% | +32.4% |
| Q3 2018 | $1,915,000 | -2.9% | 35,319 | -2.7% | 0.41% | -8.7% |
| Q2 2018 | $1,972,000 | +10.8% | 36,303 | +14.9% | 0.45% | +5.9% |
| Q1 2018 | $1,780,000 | -5.9% | 31,601 | -5.2% | 0.42% | -10.0% |
| Q4 2017 | $1,892,000 | +27.2% | 33,324 | +23.2% | 0.47% | +12.0% |
| Q3 2017 | $1,488,000 | +16.7% | 27,044 | +9.8% | 0.42% | +3.5% |
| Q2 2017 | $1,275,000 | +353.7% | 24,629 | +301.6% | 0.40% | +199.3% |
| Q4 2016 | $281,000 | – | 6,132 | – | 0.14% | – |
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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% |