VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,604,525 | +5.3% | 48,664 | +10.4% | 0.62% | +6.4% |
| Q2 2023 | $2,472,509 | +43.2% | 44,088 | +40.9% | 0.58% | +30.9% |
| Q1 2023 | $1,727,040 | +21.1% | 31,281 | +13.4% | 0.44% | +9.7% |
| Q4 2022 | $1,426,485 | +10.0% | 27,580 | -2.8% | 0.40% | +3.9% |
| Q3 2022 | $1,297,000 | -14.2% | 28,362 | -3.2% | 0.39% | -11.0% |
| Q2 2022 | $1,511,000 | -9.6% | 29,289 | +4.7% | 0.44% | +8.7% |
| Q1 2022 | $1,671,000 | +11.5% | 27,973 | +18.7% | 0.40% | +12.6% |
| Q4 2021 | $1,498,000 | +3.5% | 23,563 | +3.0% | 0.36% | -5.1% |
| Q3 2021 | $1,447,000 | +20.6% | 22,887 | +25.3% | 0.38% | +19.7% |
| Q2 2021 | $1,200,000 | +19.2% | 18,271 | +13.7% | 0.31% | +10.6% |
| Q1 2021 | $1,007,000 | +25.4% | 16,063 | +20.4% | 0.28% | +15.4% |
| Q4 2020 | $803,000 | +12.9% | 13,344 | -2.0% | 0.25% | +0.4% |
| Q3 2020 | $711,000 | +33.4% | 13,616 | +25.7% | 0.24% | +14.0% |
| Q2 2020 | $533,000 | +31.6% | 10,834 | +12.6% | 0.22% | +16.2% |
| Q1 2020 | $405,000 | -0.2% | 9,622 | +32.1% | 0.18% | +19.4% |
| Q4 2019 | $406,000 | +8.6% | 7,284 | +0.7% | 0.16% | 0.0% |
| Q3 2019 | $374,000 | +0.8% | 7,236 | +2.9% | 0.16% | -1.3% |
| Q2 2019 | $371,000 | +1.1% | 7,033 | -0.6% | 0.16% | -4.3% |
| Q1 2019 | $367,000 | +73.9% | 7,075 | +58.1% | 0.16% | +53.3% |
| Q4 2018 | $211,000 | – | 4,476 | – | 0.11% | – |
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% |