VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,562,345 | -22.9% | 66,561 | -19.2% | 0.69% | -9.9% |
| Q2 2023 | $4,621,272 | +1.5% | 82,405 | -0.0% | 0.77% | -6.8% |
| Q1 2023 | $4,551,071 | +6.3% | 82,432 | -0.5% | 0.82% | +6.9% |
| Q4 2022 | $4,283,295 | -7.4% | 82,817 | -18.1% | 0.77% | -20.8% |
| Q3 2022 | $4,627,000 | +0.6% | 101,100 | +13.5% | 0.97% | +2.7% |
| Q2 2022 | $4,598,000 | -3.2% | 89,096 | +12.1% | 0.95% | +16.1% |
| Q1 2022 | $4,749,000 | -5.7% | 79,496 | +0.4% | 0.82% | -8.0% |
| Q4 2021 | $5,034,000 | +0.5% | 79,196 | 0.0% | 0.89% | +10.3% |
| Q3 2021 | $5,010,000 | -2.7% | 79,196 | +1.0% | 0.80% | -1.5% |
| Q2 2021 | $5,149,000 | +1.3% | 78,396 | 0.0% | 0.82% | -8.6% |
| Q1 2021 | $5,082,000 | +17.9% | 78,396 | +9.4% | 0.89% | +33.3% |
| Q4 2020 | $4,310,000 | +34.1% | 71,646 | +16.3% | 0.67% | +7.4% |
| Q3 2020 | $3,215,000 | +7.6% | 61,621 | +1.4% | 0.62% | +2.1% |
| Q2 2020 | $2,988,000 | +17.2% | 60,771 | 0.0% | 0.61% | -5.4% |
| Q1 2020 | $2,550,000 | +121.4% | 60,771 | +193.8% | 0.64% | +160.1% |
| Q4 2019 | $1,152,000 | – | 20,683 | – | 0.25% | – |
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% |