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 | $767,477 | +23.7% | 14,340 | +29.6% | 0.14% | +16.0% |
| Q2 2023 | $620,469 | -15.0% | 11,064 | -16.3% | 0.12% | -22.8% |
| Q1 2023 | $730,042 | +9.5% | 13,223 | +2.6% | 0.16% | +5.9% |
| Q4 2022 | $666,774 | -17.1% | 12,892 | -26.6% | 0.15% | -29.2% |
| Q3 2022 | $804,000 | -31.0% | 17,570 | -22.2% | 0.22% | -33.5% |
| Q2 2022 | $1,166,000 | +63.8% | 22,591 | +89.5% | 0.32% | +90.1% |
| Q1 2022 | $712,000 | -28.5% | 11,921 | -23.9% | 0.17% | -28.8% |
| Q4 2021 | $996,000 | +20.4% | 15,667 | +19.9% | 0.24% | +4.8% |
| Q3 2021 | $827,000 | -3.4% | 13,070 | +0.3% | 0.23% | -29.1% |
| Q2 2021 | $856,000 | +6.3% | 13,036 | +1.5% | 0.32% | +21.9% |
| Q1 2021 | $805,000 | +88.1% | 12,844 | +80.6% | 0.26% | +73.2% |
| Q4 2020 | $428,000 | +16.9% | 7,112 | +1.5% | 0.15% | -3.2% |
| Q3 2020 | $366,000 | -18.7% | 7,008 | -23.5% | 0.16% | -26.5% |
| Q2 2020 | $450,000 | +93.1% | 9,158 | +118.7% | 0.22% | +95.5% |
| Q4 2019 | $233,000 | +7.4% | 4,187 | -6.7% | 0.11% | -14.7% |
| Q4 2014 | $217,000 | – | 4,488 | – | 0.13% | – |
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% |