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 | $203,165,580 | +1.2% | 3,796,068 | +6.0% | 3.36% | +2.2% |
| Q2 2023 | $200,839,781 | +9.5% | 3,581,308 | +7.8% | 3.28% | +4.3% |
| Q1 2023 | $183,425,241 | +14.3% | 3,322,319 | +7.1% | 3.15% | +7.8% |
| Q4 2022 | $160,441,966 | +35.9% | 3,102,126 | +20.3% | 2.92% | +18.4% |
| Q3 2022 | $118,023,000 | +7.9% | 2,578,606 | +21.7% | 2.47% | +7.9% |
| Q2 2022 | $109,382,000 | -14.4% | 2,119,394 | -0.9% | 2.29% | -20.4% |
| Q1 2022 | $127,727,000 | +2.9% | 2,138,054 | +9.5% | 2.87% | +4.6% |
| Q4 2021 | $124,110,000 | +20.9% | 1,952,342 | +20.3% | 2.75% | +28.9% |
| Q3 2021 | $102,636,000 | +4.4% | 1,622,443 | +8.4% | 2.13% | -17.6% |
| Q2 2021 | $98,286,000 | +14.9% | 1,496,439 | +9.6% | 2.58% | +27.2% |
| Q1 2021 | $85,571,000 | +25.9% | 1,364,763 | +20.8% | 2.03% | +0.4% |
| Q4 2020 | $67,987,000 | +62.8% | 1,130,097 | +41.1% | 2.02% | -18.6% |
| Q3 2020 | $41,772,000 | +26.1% | 800,699 | +18.9% | 2.48% | +7.7% |
| Q2 2020 | $33,121,000 | -14.8% | 673,592 | -27.3% | 2.31% | +41.5% |
| Q1 2020 | $38,887,000 | -22.5% | 926,761 | +2.8% | 1.63% | -55.4% |
| Q4 2019 | $50,205,000 | +10.4% | 901,506 | +2.4% | 3.66% | -1.9% |
| Q3 2019 | $45,490,000 | -3.0% | 880,561 | -1.0% | 3.72% | -8.8% |
| Q2 2019 | $46,912,000 | -6.2% | 889,329 | -7.7% | 4.08% | -11.9% |
| Q1 2019 | $50,021,000 | +3.4% | 963,789 | -5.9% | 4.64% | -0.5% |
| Q4 2018 | $48,382,000 | – | 1,024,604 | – | 4.66% | – |
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% |