VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,880 | -15.4% | 6,145 | -11.3% | 0.20% | -12.4% |
| Q2 2023 | $388,634 | -0.5% | 6,930 | 0.0% | 0.23% | -6.0% |
| Q1 2023 | $390,575 | +9.0% | 6,930 | 0.0% | 0.25% | +5.1% |
| Q4 2022 | $358,420 | +9.3% | 6,930 | 0.0% | 0.24% | +9.2% |
| Q3 2022 | $328,000 | -15.7% | 6,930 | -8.1% | 0.22% | -14.6% |
| Q2 2022 | $389,000 | -19.1% | 7,540 | -6.4% | 0.25% | -4.9% |
| Q1 2022 | $481,000 | -5.1% | 8,055 | +1.0% | 0.27% | -1.8% |
| Q4 2021 | $507,000 | +2.8% | 7,975 | +2.3% | 0.27% | -6.8% |
| Q3 2021 | $493,000 | -3.7% | 7,795 | 0.0% | 0.29% | -2.7% |
| Q2 2021 | $512,000 | +3.9% | 7,795 | -0.8% | 0.30% | +11.9% |
| Q1 2021 | $493,000 | +4.2% | 7,855 | 0.0% | 0.27% | -5.0% |
| Q4 2020 | $473,000 | +15.4% | 7,855 | 0.0% | 0.28% | +2.2% |
| Q3 2020 | $410,000 | +17.5% | 7,855 | +18.0% | 0.28% | +1.8% |
| Q2 2020 | $349,000 | -36.0% | 6,655 | -48.8% | 0.27% | -46.5% |
| Q1 2020 | $545,000 | -29.4% | 12,990 | -6.3% | 0.51% | -18.0% |
| Q4 2019 | $772,000 | +40.9% | 13,860 | +30.6% | 0.62% | +29.3% |
| Q3 2019 | $548,000 | -9.6% | 10,610 | -7.6% | 0.48% | -9.8% |
| Q2 2019 | $606,000 | -0.3% | 11,480 | -2.0% | 0.53% | -1.7% |
| Q1 2019 | $608,000 | +5.9% | 11,715 | -3.6% | 0.54% | -5.1% |
| Q4 2018 | $574,000 | -11.1% | 12,150 | +1.5% | 0.57% | +5.6% |
| Q3 2018 | $646,000 | -7.6% | 11,965 | -7.4% | 0.54% | -13.6% |
| Q2 2018 | $699,000 | +21.4% | 12,915 | +26.8% | 0.62% | +22.6% |
| Q1 2018 | $576,000 | – | 10,185 | – | 0.51% | – |
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% |