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 | $160,399 | -24.2% | 2,997 | -20.5% | 0.02% | -21.4% |
| Q2 2023 | $211,533 | +1.6% | 3,772 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $208,214 | +6.7% | 3,772 | 0.0% | 0.03% | +3.7% |
| Q4 2022 | $195,087 | +12.8% | 3,772 | 0.0% | 0.03% | +3.8% |
| Q3 2022 | $173,000 | -11.3% | 3,772 | 0.0% | 0.03% | -7.1% |
| Q2 2022 | $195,000 | -10.1% | 3,772 | +3.8% | 0.03% | +3.7% |
| Q1 2022 | $217,000 | +6.4% | 3,634 | +13.1% | 0.03% | +12.5% |
| Q4 2021 | $204,000 | +0.5% | 3,212 | 0.0% | 0.02% | -4.0% |
| Q3 2021 | $203,000 | -3.8% | 3,212 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $211,000 | +6.6% | 3,212 | +1.6% | 0.02% | 0.0% |
| Q1 2021 | $198,000 | +4.2% | 3,162 | 0.0% | 0.02% | -3.8% |
| Q4 2020 | $190,000 | +15.2% | 3,162 | 0.0% | 0.03% | +4.0% |
| Q3 2020 | $165,000 | +6.5% | 3,162 | 0.0% | 0.02% | -3.8% |
| Q2 2020 | $155,000 | +26.0% | 3,162 | +7.8% | 0.03% | -3.7% |
| Q1 2020 | $123,000 | -24.5% | 2,934 | 0.0% | 0.03% | -6.9% |
| Q4 2019 | $163,000 | +8.7% | 2,934 | +0.8% | 0.03% | +3.6% |
| Q3 2019 | $150,000 | +2.7% | 2,910 | +5.0% | 0.03% | 0.0% |
| Q2 2019 | $146,000 | +4.3% | 2,771 | +3.0% | 0.03% | 0.0% |
| Q1 2019 | $140,000 | +10.2% | 2,690 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $127,000 | -14.2% | 2,690 | -1.6% | 0.03% | -3.4% |
| Q3 2018 | $148,000 | – | 2,735 | – | 0.03% | – |
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% |