VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 943 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,408,415 | -4.3% | 138,423 | +0.2% | 0.55% | +80.5% |
| Q2 2023 | $7,745,200 | +1.2% | 138,110 | -0.3% | 0.30% | -56.0% |
| Q1 2023 | $7,650,395 | +16.9% | 138,569 | +9.5% | 0.69% | -2.3% |
| Q4 2022 | $6,546,787 | -20.2% | 126,581 | -29.4% | 0.70% | +82.4% |
| Q3 2022 | $8,201,000 | -10.2% | 179,185 | +1.3% | 0.39% | -9.6% |
| Q2 2022 | $9,128,000 | -13.2% | 176,867 | +0.5% | 0.43% | +1.9% |
| Q1 2022 | $10,514,000 | +16.0% | 175,991 | +23.5% | 0.42% | +44.0% |
| Q4 2021 | $9,061,000 | +40.2% | 142,536 | +39.5% | 0.29% | -74.3% |
| Q3 2021 | $6,464,000 | -3.1% | 102,175 | +0.6% | 1.13% | -5.8% |
| Q2 2021 | $6,672,000 | +5.4% | 101,590 | +0.6% | 1.20% | -5.6% |
| Q1 2021 | $6,329,000 | +25.4% | 100,943 | +20.3% | 1.28% | +9.5% |
| Q4 2020 | $5,046,000 | +15.6% | 83,883 | +0.2% | 1.16% | +0.7% |
| Q3 2020 | $4,366,000 | +10.2% | 83,682 | +3.8% | 1.16% | +1.2% |
| Q2 2020 | $3,962,000 | +8.8% | 80,582 | -7.2% | 1.14% | -6.9% |
| Q1 2020 | $3,643,000 | +25.2% | 86,812 | +66.2% | 1.23% | +52.7% |
| Q4 2019 | $2,909,000 | +7.9% | 52,239 | +0.1% | 0.80% | -2.2% |
| Q3 2019 | $2,697,000 | -48.7% | 52,211 | -47.6% | 0.82% | +0.5% |
| Q2 2019 | $5,256,000 | +107.9% | 99,648 | +104.6% | 0.82% | +0.7% |
| Q1 2019 | $2,528,000 | -1.7% | 48,702 | -10.6% | 0.81% | -8.3% |
| Q4 2018 | $2,572,000 | -41.9% | 54,459 | -33.6% | 0.88% | +18.5% |
| Q3 2018 | $4,430,000 | +160.6% | 82,026 | +161.1% | 0.75% | +19.6% |
| Q2 2018 | $1,700,000 | -2.5% | 31,418 | +1.9% | 0.62% | -8.1% |
| Q1 2018 | $1,744,000 | -0.5% | 30,836 | 0.0% | 0.68% | -1.3% |
| Q4 2017 | $1,752,000 | +3.8% | 30,836 | +0.0% | 0.69% | -3.2% |
| Q3 2017 | $1,688,000 | +7.3% | 30,834 | +1.9% | 0.71% | -0.6% |
| Q2 2017 | $1,573,000 | +4.6% | 30,272 | +0.0% | 0.72% | +1.4% |
| Q1 2017 | $1,504,000 | +7.5% | 30,270 | +0.0% | 0.70% | -0.1% |
| Q4 2016 | $1,399,000 | +32.6% | 30,269 | +35.5% | 0.71% | +22.4% |
| Q3 2016 | $1,055,000 | +6.7% | 22,343 | +0.5% | 0.58% | +0.9% |
| Q2 2016 | $989,000 | – | 22,227 | – | 0.57% | – |
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% |