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 | $1,120,627 | -5.5% | 20,938 | -0.9% | 0.10% | -4.6% |
| Q2 2023 | $1,185,285 | -2.5% | 21,136 | -4.0% | 0.11% | -10.0% |
| Q1 2023 | $1,215,921 | -67.2% | 22,024 | -69.3% | 0.12% | -69.9% |
| Q4 2022 | $3,705,962 | +11.9% | 71,654 | -1.0% | 0.40% | +2.6% |
| Q3 2022 | $3,313,000 | -12.1% | 72,379 | -0.9% | 0.39% | -6.3% |
| Q2 2022 | $3,768,000 | -18.1% | 73,004 | -5.2% | 0.42% | -7.2% |
| Q1 2022 | $4,600,000 | -5.9% | 77,000 | +0.1% | 0.45% | +2.8% |
| Q4 2021 | $4,891,000 | -3.4% | 76,936 | +0.4% | 0.44% | -16.3% |
| Q3 2021 | $5,065,000 | -7.5% | 76,608 | -8.1% | 0.52% | -8.8% |
| Q2 2021 | $5,476,000 | +5.7% | 83,370 | +0.9% | 0.57% | -25.5% |
| Q1 2021 | $5,180,000 | -0.2% | 82,615 | -4.3% | 0.76% | -7.4% |
| Q4 2020 | $5,191,000 | +15.4% | 86,290 | +0.1% | 0.83% | +1.6% |
| Q3 2020 | $4,499,000 | +9.2% | 86,239 | +2.9% | 0.81% | -0.4% |
| Q2 2020 | $4,121,000 | +45.1% | 83,819 | +23.8% | 0.82% | +20.5% |
| Q1 2020 | $2,840,000 | +353.7% | 67,682 | +502.1% | 0.68% | +450.4% |
| Q4 2019 | $626,000 | +5.9% | 11,241 | -1.7% | 0.12% | +1.7% |
| Q3 2019 | $591,000 | +9.9% | 11,438 | +12.2% | 0.12% | +11.0% |
| Q2 2019 | $538,000 | +2.5% | 10,190 | +0.8% | 0.11% | +0.9% |
| Q1 2019 | $525,000 | +9.8% | 10,113 | 0.0% | 0.11% | -0.9% |
| Q4 2018 | $478,000 | -47.8% | 10,113 | -40.4% | 0.11% | -41.4% |
| Q3 2018 | $916,000 | +76.5% | 16,971 | +77.0% | 0.19% | +80.6% |
| Q2 2018 | $519,000 | -4.2% | 9,589 | +0.0% | 0.10% | -8.0% |
| Q1 2018 | $542,000 | -1.3% | 9,586 | -0.7% | 0.11% | +0.9% |
| Q4 2017 | $549,000 | +54.6% | 9,656 | +35.0% | 0.11% | +26.1% |
| Q1 2017 | $355,000 | -6.8% | 7,151 | -13.9% | 0.09% | -17.0% |
| Q4 2016 | $381,000 | -52.5% | 8,310 | -51.1% | 0.11% | -53.5% |
| Q3 2016 | $802,000 | +16.2% | 16,993 | +9.6% | 0.23% | +9.1% |
| Q2 2016 | $690,000 | – | 15,502 | – | 0.21% | – |
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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% |