VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $390,160 | -11.7% | 7,290 | -7.5% | 0.02% | -11.8% |
Q2 2023 | $441,843 | -38.0% | 7,879 | -39.0% | 0.02% | -41.4% |
Q1 2023 | $712,829 | +153.2% | 12,911 | +137.2% | 0.03% | +123.1% |
Q4 2022 | $281,569 | -12.6% | 5,444 | -22.7% | 0.01% | -23.5% |
Q3 2022 | $322,000 | +16.2% | 7,043 | +31.0% | 0.02% | -5.6% |
Q2 2022 | $277,000 | -86.9% | 5,375 | -84.8% | 0.02% | -84.7% |
Q1 2022 | $2,110,000 | -4.0% | 35,325 | +2.2% | 0.12% | +1.7% |
Q4 2021 | $2,198,000 | +1.2% | 34,578 | +0.7% | 0.12% | -10.1% |
Q3 2021 | $2,172,000 | +1.7% | 34,340 | +5.6% | 0.13% | +1.6% |
Q2 2021 | $2,136,000 | +1.9% | 32,523 | -2.8% | 0.13% | -11.2% |
Q1 2021 | $2,097,000 | -15.3% | 33,448 | -18.7% | 0.14% | -22.3% |
Q4 2020 | $2,475,000 | +7.6% | 41,146 | -6.7% | 0.18% | -7.5% |
Q3 2020 | $2,300,000 | -2.7% | 44,079 | -8.3% | 0.20% | -14.2% |
Q2 2020 | $2,363,000 | +18.0% | 48,058 | +0.7% | 0.23% | -14.7% |
Q1 2020 | $2,003,000 | +278.6% | 47,731 | +402.3% | 0.27% | +385.7% |
Q4 2019 | $529,000 | +6.7% | 9,502 | -1.1% | 0.06% | -15.2% |
Q3 2019 | $496,000 | +19.2% | 9,606 | +21.8% | 0.07% | +22.2% |
Q2 2019 | $416,000 | +80.9% | 7,888 | +94.6% | 0.05% | -37.9% |
Q4 2017 | $230,000 | – | 4,054 | – | 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% |