VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $513,077 | +4.5% | 9,587 | +9.5% | 0.06% | +11.3% |
| Q2 2023 | $491,133 | +0.9% | 8,758 | -0.6% | 0.05% | +10.4% |
| Q1 2023 | $486,638 | +6.4% | 8,814 | -0.3% | 0.05% | +9.1% |
| Q4 2022 | $457,345 | +78.7% | 8,843 | +58.2% | 0.04% | +41.9% |
| Q3 2022 | $256,000 | -99.8% | 5,588 | +101.3% | 0.03% | +121.4% |
| Q1 2022 | $165,856,000 | -11.2% | 2,776 | -5.5% | 0.01% | -6.7% |
| Q4 2021 | $186,707,000 | +8.6% | 2,937 | +8.1% | 0.02% | 0.0% |
| Q3 2021 | $171,846,000 | +59362.3% | 2,716 | -49.0% | 0.02% | -61.5% |
| Q3 2020 | $289,000 | -23.5% | 5,324 | -30.8% | 0.04% | -36.1% |
| Q2 2020 | $378,000 | +52.4% | 7,690 | +30.0% | 0.06% | +17.3% |
| Q1 2020 | $248,000 | +15.3% | 5,915 | +48.9% | 0.05% | -21.2% |
| Q2 2018 | $215,000 | -17.9% | 3,972 | -14.0% | 0.07% | 0.0% |
| Q4 2017 | $262,000 | +1.9% | 4,617 | -1.8% | 0.07% | -21.4% |
| Q3 2017 | $257,000 | +12.7% | 4,701 | +7.4% | 0.08% | +1.2% |
| Q2 2017 | $228,000 | – | 4,379 | – | 0.08% | – |
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% |