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 | $835,394 | +0.3% | 15,609 | +5.1% | 0.22% | +5.2% |
Q2 2023 | $832,732 | +1.6% | 14,849 | 0.0% | 0.21% | +1.4% |
Q1 2023 | $819,813 | +18.7% | 14,849 | +11.2% | 0.21% | +13.5% |
Q4 2022 | $690,410 | +17.6% | 13,349 | +4.1% | 0.18% | +10.1% |
Q3 2022 | $587,000 | -4.9% | 12,824 | +7.3% | 0.17% | -0.6% |
Q2 2022 | $617,000 | -13.6% | 11,949 | 0.0% | 0.17% | -0.6% |
Q1 2022 | $714,000 | -3.8% | 11,949 | +2.3% | 0.17% | +1.2% |
Q4 2021 | $742,000 | +2.1% | 11,675 | +1.6% | 0.17% | -5.1% |
Q3 2021 | $727,000 | -1.2% | 11,495 | +2.5% | 0.18% | -0.6% |
Q2 2021 | $736,000 | +4.7% | 11,210 | 0.0% | 0.18% | -1.1% |
Q1 2021 | $703,000 | -3.6% | 11,210 | -7.4% | 0.18% | -8.2% |
Q4 2020 | $729,000 | +15.0% | 12,110 | -0.3% | 0.20% | +4.8% |
Q3 2020 | $634,000 | +6.2% | 12,150 | 0.0% | 0.19% | 0.0% |
Q2 2020 | $597,000 | +17.1% | 12,150 | 0.0% | 0.19% | +0.5% |
Q1 2020 | $510,000 | -36.2% | 12,150 | -15.3% | 0.19% | -23.8% |
Q4 2019 | $799,000 | +6.2% | 14,345 | -1.5% | 0.24% | -1.6% |
Q3 2019 | $752,000 | -2.1% | 14,560 | 0.0% | 0.25% | -2.4% |
Q2 2019 | $768,000 | +1.6% | 14,560 | 0.0% | 0.25% | -1.2% |
Q1 2019 | $756,000 | +10.7% | 14,560 | +0.7% | 0.26% | +1.2% |
Q4 2018 | $683,000 | -8.2% | 14,460 | +4.9% | 0.25% | +1.2% |
Q3 2018 | $744,000 | +4.9% | 13,780 | +5.2% | 0.25% | 0.0% |
Q2 2018 | $709,000 | -4.3% | 13,100 | 0.0% | 0.25% | -5.6% |
Q1 2018 | $741,000 | -0.4% | 13,100 | 0.0% | 0.27% | -0.7% |
Q4 2017 | $744,000 | +1.8% | 13,100 | -1.9% | 0.27% | -4.6% |
Q3 2017 | $731,000 | +5.3% | 13,350 | 0.0% | 0.28% | 0.0% |
Q2 2017 | $694,000 | -2.7% | 13,350 | -7.0% | 0.28% | -4.4% |
Q1 2017 | $713,000 | – | 14,350 | – | 0.29% | – |
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% |