VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 26 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $413,068 | -3.8% | 7,718 | +0.8% | 0.03% | -5.7% |
Q2 2023 | $429,573 | +1.0% | 7,660 | -0.5% | 0.04% | -5.4% |
Q1 2023 | $425,117 | +4.2% | 7,700 | -2.4% | 0.04% | +2.8% |
Q4 2022 | $408,019 | +13.3% | 7,889 | +0.2% | 0.04% | +2.9% |
Q3 2022 | $360,000 | +5.0% | 7,874 | +18.4% | 0.04% | +2.9% |
Q2 2022 | $343,000 | -13.6% | 6,648 | +0.1% | 0.03% | 0.0% |
Q1 2022 | $397,000 | +1.8% | 6,639 | +8.1% | 0.03% | 0.0% |
Q4 2021 | $390,000 | +10.2% | 6,139 | +9.6% | 0.03% | +3.0% |
Q3 2021 | $354,000 | +13.1% | 5,600 | +17.6% | 0.03% | +10.0% |
Q2 2021 | $313,000 | +7.6% | 4,762 | +2.7% | 0.03% | 0.0% |
Q1 2021 | $291,000 | +4.3% | 4,637 | 0.0% | 0.03% | -6.2% |
Q4 2020 | $279,000 | +20.3% | 4,637 | +4.2% | 0.03% | +3.2% |
Q3 2020 | $232,000 | +7.9% | 4,452 | +1.6% | 0.03% | -6.1% |
Q2 2020 | $215,000 | -84.5% | 4,382 | -86.7% | 0.03% | -88.3% |
Q1 2020 | $1,386,000 | -66.0% | 33,042 | -54.9% | 0.28% | -57.6% |
Q4 2019 | $4,081,000 | +10.1% | 73,279 | +2.2% | 0.67% | +0.6% |
Q3 2019 | $3,706,000 | -2.3% | 71,734 | -0.3% | 0.66% | -5.8% |
Q2 2019 | $3,795,000 | +1.7% | 71,934 | +0.0% | 0.70% | -3.2% |
Q1 2019 | $3,732,000 | +8.0% | 71,909 | -1.7% | 0.73% | -6.4% |
Q4 2018 | $3,455,000 | +188.9% | 73,159 | +230.4% | 0.78% | +217.6% |
Q3 2018 | $1,196,000 | +41.7% | 22,142 | +41.9% | 0.24% | +34.6% |
Q2 2018 | $844,000 | -4.3% | 15,600 | 0.0% | 0.18% | -8.1% |
Q1 2018 | $882,000 | -0.5% | 15,600 | 0.0% | 0.20% | +2.1% |
Q4 2017 | $886,000 | +3.7% | 15,600 | 0.0% | 0.19% | -7.6% |
Q3 2017 | $854,000 | +5.3% | 15,600 | 0.0% | 0.21% | -2.8% |
Q2 2017 | $811,000 | +4.6% | 15,600 | 0.0% | 0.22% | +0.5% |
Q1 2017 | $775,000 | +8.2% | 15,600 | 0.0% | 0.22% | -0.9% |
Q4 2016 | $716,000 | +4375.0% | 15,600 | +4282.0% | 0.22% | +4240.0% |
Q2 2016 | $16,000 | 0.0% | 356 | 0.0% | 0.01% | -16.7% |
Q1 2016 | $16,000 | +60.0% | 356 | +54.8% | 0.01% | +50.0% |
Q4 2015 | $10,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $10,000 | -16.7% | 230 | 0.0% | 0.00% | -20.0% |
Q2 2015 | $12,000 | 0.0% | 230 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $12,000 | +9.1% | 230 | 0.0% | 0.01% | 0.0% |
Q4 2014 | $11,000 | – | 230 | – | 0.01% | – |
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% |