VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 133 filers reported holding VANGUARD STAR FDS in Q4 2014. The put-call ratio across all filers is 3.90 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $7,653,000 | +13.0% | 120,381 | +12.4% | 0.50% | -4.7% |
| Q3 2021 | $6,772,000 | -2.6% | 107,061 | +1.1% | 0.53% | -5.2% |
| Q2 2021 | $6,955,000 | +2.8% | 105,890 | -1.8% | 0.56% | -7.3% |
| Q1 2021 | $6,763,000 | -3.7% | 107,863 | -7.6% | 0.60% | -10.7% |
| Q4 2020 | $7,022,000 | +11.7% | 116,720 | -3.2% | 0.67% | -0.6% |
| Q3 2020 | $6,289,000 | -1.3% | 120,541 | -7.0% | 0.68% | -8.9% |
| Q2 2020 | $6,370,000 | +22.3% | 129,556 | +4.4% | 0.74% | +10.7% |
| Q1 2020 | $5,208,000 | -30.8% | 124,114 | -8.2% | 0.67% | -13.6% |
| Q4 2019 | $7,529,000 | +9.6% | 135,192 | +1.7% | 0.78% | +4.2% |
| Q3 2019 | $6,869,000 | +1.1% | 132,961 | +3.2% | 0.75% | +2.5% |
| Q2 2019 | $6,795,000 | +8186.6% | 128,810 | +8068.0% | 0.73% | +3366.7% |
| Q1 2019 | $82,000 | -92.9% | 1,577 | -93.5% | 0.02% | -91.2% |
| Q4 2018 | $1,150,000 | +1337.5% | 24,354 | +1534.5% | 0.24% | +545.9% |
| Q3 2018 | $80,000 | -97.7% | 1,490 | -97.7% | 0.04% | -97.2% |
| Q2 2018 | $3,470,000 | -35.4% | 64,145 | -32.5% | 1.33% | +17.5% |
| Q1 2018 | $5,375,000 | +6454.9% | 95,012 | +6381.0% | 1.13% | +4830.4% |
| Q3 2017 | $82,000 | -100.0% | 1,466 | -96.2% | 0.02% | -95.3% |
| Q2 2017 | $1,997,000,000 | +1510.5% | 38,430 | +1475.0% | 0.49% | +1294.3% |
| Q1 2017 | $124,000,000 | -62.9% | 2,440 | -66.5% | 0.04% | -40.7% |
| Q4 2016 | $334,000,000 | +118761.2% | 7,290 | +22.7% | 0.06% | +15.7% |
| Q3 2016 | $281,000 | +138.1% | 5,942 | +122.5% | 0.05% | +37.8% |
| Q2 2016 | $118,000 | -0.8% | 2,670 | 0.0% | 0.04% | -11.9% |
| Q1 2016 | $119,000 | -0.8% | 2,670 | 0.0% | 0.04% | -6.7% |
| Q4 2015 | $120,000 | +5.3% | 2,670 | +3.7% | 0.04% | +9.8% |
| Q3 2015 | $114,000 | -91.3% | 2,575 | -90.1% | 0.04% | -90.9% |
| Q2 2015 | $1,307,000 | +147.1% | 25,973 | +146.9% | 0.45% | +164.7% |
| Q1 2015 | $529,000 | +781.7% | 10,519 | +747.6% | 0.17% | +750.0% |
| Q4 2014 | $60,000 | -73.0% | 1,241 | -71.5% | 0.02% | -54.5% |
| Q3 2014 | $222,000 | +1607.7% | 4,351 | +1712.9% | 0.04% | +528.6% |
| Q2 2014 | $13,000 | – | 240 | – | 0.01% | – |
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% |