VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,616,783 | +150.0% | 67,578 | +162.0% | 0.27% | +169.7% |
| Q2 2023 | $1,446,504 | +9.7% | 25,794 | +8.0% | 0.10% | +1.0% |
| Q1 2023 | $1,319,179 | +17.9% | 23,894 | +10.4% | 0.10% | +7.7% |
| Q4 2022 | $1,119,266 | +91.3% | 21,641 | +69.2% | 0.09% | +59.6% |
| Q3 2022 | $585,000 | +8.9% | 12,790 | +22.9% | 0.06% | +14.0% |
| Q2 2022 | $537,000 | -18.8% | 10,411 | -5.9% | 0.05% | 0.0% |
| Q1 2022 | $661,000 | -52.0% | 11,062 | -49.0% | 0.05% | -51.0% |
| Q4 2021 | $1,378,000 | +2.1% | 21,671 | +1.7% | 0.10% | -4.7% |
| Q3 2021 | $1,349,000 | +5.4% | 21,317 | +9.5% | 0.11% | +2.9% |
| Q2 2021 | $1,280,000 | +15.0% | 19,467 | +9.7% | 0.10% | +2.0% |
| Q1 2021 | $1,113,000 | +18.0% | 17,744 | +13.1% | 0.10% | +3.0% |
| Q4 2020 | $943,000 | +34.7% | 15,682 | +16.9% | 0.10% | +5.3% |
| Q3 2020 | $700,000 | +4.0% | 13,419 | -2.0% | 0.09% | -20.3% |
| Q2 2020 | $673,000 | +30.4% | 13,690 | +11.2% | 0.12% | +20.4% |
| Q1 2020 | $516,000 | -17.7% | 12,307 | +9.3% | 0.10% | -3.0% |
| Q4 2019 | $627,000 | +9.8% | 11,257 | +1.9% | 0.10% | +9.8% |
| Q3 2019 | $571,000 | – | 11,052 | – | 0.09% | – |
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% |