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 | $29,156 | -4.6% | 545 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $30,550 | +1.6% | 545 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $30,076 | +6.7% | 545 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $28,175 | -85.2% | 545 | -86.9% | 0.01% | -86.0% |
| Q3 2022 | $191,000 | -10.7% | 4,170 | +0.5% | 0.10% | -5.7% |
| Q2 2022 | $214,000 | -29.6% | 4,150 | -18.5% | 0.11% | -17.2% |
| Q1 2022 | $304,000 | -5.6% | 5,090 | 0.0% | 0.13% | -10.5% |
| Q3 2021 | $322,000 | -3.6% | 5,090 | 0.0% | 0.14% | -2.7% |
| Q2 2021 | $334,000 | +4.7% | 5,090 | 0.0% | 0.15% | 0.0% |
| Q1 2021 | $319,000 | +866.7% | 5,090 | +833.9% | 0.15% | +764.7% |
| Q4 2020 | $33,000 | +17.9% | 545 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $28,000 | +3.7% | 545 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $27,000 | +17.4% | 545 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $23,000 | -23.3% | 545 | 0.0% | 0.02% | +6.2% |
| Q4 2019 | $30,000 | +7.1% | 545 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $28,000 | +55.6% | 545 | +57.5% | 0.02% | +60.0% |
| Q2 2019 | $18,000 | +38.5% | 346 | +36.8% | 0.01% | +25.0% |
| Q1 2019 | $13,000 | +8.3% | 253 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $12,000 | -14.3% | 253 | 0.0% | 0.01% | -11.1% |
| Q3 2018 | $14,000 | -63.2% | 253 | -63.6% | 0.01% | -65.4% |
| Q2 2018 | $38,000 | -2.6% | 695 | +1.5% | 0.03% | -3.7% |
| Q1 2018 | $39,000 | 0.0% | 685 | 0.0% | 0.03% | +3.8% |
| Q4 2017 | $39,000 | – | 685 | – | 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% |