VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $621,432 | +24.0% | 11,611 | +30.0% | 0.06% | +28.9% |
| Q2 2023 | $500,965 | +35.1% | 8,933 | +33.0% | 0.04% | +28.6% |
| Q1 2023 | $370,824 | +6.3% | 6,716 | -0.4% | 0.04% | -2.8% |
| Q4 2022 | $348,713 | -99.9% | 6,742 | -2.9% | 0.04% | +2.9% |
| Q3 2022 | $317,955,000 | -13.7% | 6,946 | -2.7% | 0.04% | -14.6% |
| Q2 2022 | $368,343,000 | -14.5% | 7,137 | -1.0% | 0.04% | 0.0% |
| Q1 2022 | $430,847,000 | -7.8% | 7,212 | -1.8% | 0.04% | -4.7% |
| Q4 2021 | $467,060,000 | -0.7% | 7,347 | -1.2% | 0.04% | -4.4% |
| Q3 2021 | $470,537,000 | +1.5% | 7,438 | +5.4% | 0.04% | 0.0% |
| Q2 2021 | $463,497,000 | -2.7% | 7,056 | -7.2% | 0.04% | -8.2% |
| Q1 2021 | $476,544,000 | +4.3% | 7,600 | +0.0% | 0.05% | -5.8% |
| Q4 2020 | $457,092,000 | +13.8% | 7,597 | -1.4% | 0.05% | +2.0% |
| Q3 2020 | $401,775,000 | +6.2% | 7,701 | +0.1% | 0.05% | -1.9% |
| Q2 2020 | $378,362,000 | +14.2% | 7,694 | -2.6% | 0.05% | -3.7% |
| Q1 2020 | $331,318,000 | +299.4% | 7,896 | +392.0% | 0.05% | +440.0% |
| Q3 2019 | $82,959,000 | +36.8% | 1,605 | +39.7% | 0.01% | +42.9% |
| Q2 2019 | $60,657,000 | +2.7% | 1,149 | +1.0% | 0.01% | -12.5% |
| Q1 2019 | $59,063,000 | -13.2% | 1,138 | -21.0% | 0.01% | -20.0% |
| Q4 2018 | $68,080,000 | +12.7% | 1,441 | +28.9% | 0.01% | +25.0% |
| Q3 2018 | $60,425,000 | -0.2% | 1,118 | -0.1% | 0.01% | -11.1% |
| Q2 2018 | $60,538,000 | +95992.1% | 1,119 | +1.0% | 0.01% | -10.0% |
| Q1 2018 | $63,000 | – | 1,108 | – | 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% |