VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,591,778 | +14.9% | 4,943,493 | +20.4% | 0.39% | -5.3% |
| Q2 2023 | $230,292,776 | +9.6% | 4,106,688 | +7.9% | 0.41% | +4.6% |
| Q1 2023 | $210,133,617 | +5.0% | 3,805,641 | -1.7% | 0.40% | -2.5% |
| Q4 2022 | $200,180,199 | +20.4% | 3,870,180 | +6.5% | 0.40% | +6.6% |
| Q3 2022 | $166,273,000 | -12.9% | 3,632,513 | -1.7% | 0.38% | -9.7% |
| Q2 2022 | $190,803,000 | -12.1% | 3,696,703 | +1.3% | 0.42% | 0.0% |
| Q1 2022 | $217,066,000 | -1.4% | 3,648,551 | +5.3% | 0.42% | +1.0% |
| Q4 2021 | $220,219,000 | +6.9% | 3,463,813 | +6.4% | 0.42% | -2.8% |
| Q3 2021 | $206,009,000 | +5.9% | 3,256,210 | +10.0% | 0.43% | +1.9% |
| Q2 2021 | $194,501,000 | +8.8% | 2,961,062 | +3.9% | 0.42% | -2.1% |
| Q1 2021 | $178,769,000 | +0.6% | 2,850,743 | -3.4% | 0.43% | -9.3% |
| Q4 2020 | $177,637,000 | +17.5% | 2,952,456 | +1.9% | 0.47% | +4.9% |
| Q3 2020 | $151,184,000 | +13.6% | 2,898,306 | +7.1% | 0.45% | +1.1% |
| Q2 2020 | $133,133,000 | +20.8% | 2,707,247 | -41.6% | 0.45% | -0.9% |
| Q1 2020 | $110,238,000 | – | 4,638,745 | – | 0.45% | – |
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% |