VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $387,809 | +10.6% | 6,691 | +2.1% | 0.04% | -4.3% |
| Q3 2023 | $350,632 | -2.5% | 6,551 | +2.2% | 0.05% | 0.0% |
| Q2 2023 | $359,611 | -12.4% | 6,412 | -13.8% | 0.05% | -17.9% |
| Q1 2023 | $410,743 | -0.5% | 7,440 | -6.8% | 0.06% | -5.1% |
| Q4 2022 | $412,980 | +14.9% | 7,985 | +1.7% | 0.06% | +5.4% |
| Q3 2022 | $359,445 | +25.0% | 7,853 | +40.9% | 0.06% | +33.3% |
| Q2 2022 | $287,642 | +29.9% | 5,573 | +50.4% | 0.04% | +50.0% |
| Q1 2022 | $221,396 | -4.7% | 3,706 | +1.4% | 0.03% | -3.4% |
| Q4 2021 | $232,412 | +0.5% | 3,656 | 0.0% | 0.03% | -9.4% |
| Q3 2021 | $231,279 | -3.7% | 3,656 | 0.0% | 0.03% | -3.0% |
| Q2 2021 | $240,126 | +713.1% | 3,656 | +676.2% | 0.03% | +725.0% |
| Q1 2021 | $29,532 | +4.2% | 471 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $28,335 | +53.0% | 471 | +32.7% | 0.01% | +25.0% |
| Q3 2020 | $18,520 | +6.1% | 355 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $17,455 | +17.2% | 355 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $14,896 | -51.8% | 355 | -36.0% | 0.00% | -42.9% |
| Q4 2019 | $30,908 | +7.8% | 555 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $28,671 | -2.1% | 555 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $29,276 | +1.6% | 555 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $28,805 | -59.3% | 555 | -63.0% | 0.01% | -65.0% |
| Q4 2018 | $70,830 | -57.7% | 1,500 | -51.6% | 0.02% | -47.4% |
| Q3 2018 | $167,400 | -0.2% | 3,100 | 0.0% | 0.04% | -7.3% |
| Q2 2018 | $167,710 | +44.5% | 3,100 | +51.1% | 0.04% | +36.7% |
| Q1 2018 | $116,041 | -0.5% | 2,052 | 0.0% | 0.03% | -3.2% |
| Q4 2017 | $116,574 | +3.8% | 2,052 | 0.0% | 0.03% | -6.1% |
| Q3 2017 | $112,306 | – | 2,052 | – | 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% |