VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 360 filers reported holding VANGUARD STAR FDS in Q1 2018. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,279 | -12.0% | 603,127 | -7.8% | 6.60% | -9.3% |
| Q2 2023 | $36,696 | +11.9% | 654,345 | +10.1% | 7.28% | +8.6% |
| Q1 2023 | $32,806 | +6.3% | 594,209 | -0.4% | 6.70% | +2.2% |
| Q4 2022 | $30,853 | -99.9% | 596,534 | +5.4% | 6.56% | +4.3% |
| Q3 2022 | $25,897,000 | -23.6% | 565,806 | -13.8% | 6.29% | -18.3% |
| Q2 2022 | $33,879,000 | +24.0% | 656,450 | +43.6% | 7.70% | +48.2% |
| Q1 2022 | $27,313,000 | +5.9% | 457,205 | +12.6% | 5.19% | +7.1% |
| Q4 2021 | $25,803,000 | +13.4% | 405,895 | +12.9% | 4.85% | +3.6% |
| Q3 2021 | $22,745,000 | -4.4% | 359,553 | -0.7% | 4.68% | -13.0% |
| Q2 2021 | $23,780,000 | +3.2% | 362,066 | -1.5% | 5.38% | -3.3% |
| Q1 2021 | $23,037,000 | +10.9% | 367,414 | +6.4% | 5.56% | +2.6% |
| Q4 2020 | $20,773,000 | +17.0% | 345,297 | +1.5% | 5.42% | +4.1% |
| Q3 2020 | $17,749,000 | +6.9% | 340,210 | +0.8% | 5.20% | +4.6% |
| Q2 2020 | $16,601,000 | +11.4% | 337,628 | -4.9% | 4.98% | +3.3% |
| Q1 2020 | $14,902,000 | -32.0% | 355,137 | -9.8% | 4.82% | -20.6% |
| Q4 2019 | $21,929,000 | +2.5% | 393,763 | -5.0% | 6.07% | -3.3% |
| Q3 2019 | $21,401,000 | -12.2% | 414,272 | -10.3% | 6.28% | -16.6% |
| Q2 2019 | $24,366,000 | +16.2% | 461,906 | +14.3% | 7.53% | +4.8% |
| Q1 2019 | $20,965,000 | +20.5% | 403,955 | +9.7% | 7.18% | +7.6% |
| Q4 2018 | $17,393,000 | -1.6% | 368,334 | +12.6% | 6.68% | +3.6% |
| Q3 2018 | $17,668,000 | +1.8% | 327,181 | +1.9% | 6.44% | -2.6% |
| Q2 2018 | $17,363,000 | +13.4% | 320,939 | +18.5% | 6.61% | +11.2% |
| Q1 2018 | $15,316,000 | +9.9% | 270,846 | +10.4% | 5.95% | +4.5% |
| Q4 2017 | $13,942,000 | +12.2% | 245,416 | +8.1% | 5.69% | +3.5% |
| Q3 2017 | $12,422,000 | +11.6% | 226,968 | +5.9% | 5.50% | +3.1% |
| Q2 2017 | $11,134,000 | +19.0% | 214,240 | +13.8% | 5.34% | +15.3% |
| Q1 2017 | $9,355,000 | +40.6% | 188,314 | +29.8% | 4.63% | +32.8% |
| Q4 2016 | $6,654,000 | +48.8% | 145,033 | +53.1% | 3.49% | +45.7% |
| Q3 2016 | $4,473,000 | +434.4% | 94,748 | +403.5% | 2.39% | +416.8% |
| Q2 2016 | $837,000 | – | 18,817 | – | 0.46% | – |
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% |