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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $472,288 | +1.2% | 8,422 | -0.4% | 0.04% | -7.7% |
| Q1 2023 | $466,885 | +5.4% | 8,457 | -1.3% | 0.04% | -9.3% |
| Q4 2022 | $442,987 | -49.8% | 8,565 | -38.3% | 0.04% | -50.6% |
| Q4 2021 | $882,000 | -6.5% | 13,881 | -6.9% | 0.09% | -16.3% |
| Q3 2021 | $943,000 | +3.9% | 14,913 | +7.9% | 0.10% | 0.0% |
| Q2 2021 | $908,000 | -2.3% | 13,826 | -6.7% | 0.10% | -12.6% |
| Q1 2021 | $929,000 | +1.6% | 14,812 | -2.5% | 0.12% | -23.2% |
| Q4 2020 | $914,000 | +57.6% | 15,198 | +39.7% | 0.16% | +39.6% |
| Q3 2020 | $580,000 | +97.3% | 10,877 | +89.0% | 0.11% | +68.2% |
| Q2 2020 | $294,000 | -14.0% | 5,754 | -26.4% | 0.07% | -28.3% |
| Q1 2020 | $342,000 | -56.0% | 7,814 | -44.0% | 0.09% | -51.8% |
| Q4 2019 | $777,000 | +27.4% | 13,947 | +16.4% | 0.19% | +13.7% |
| Q3 2019 | $610,000 | -5.1% | 11,982 | -1.9% | 0.17% | -4.0% |
| Q2 2019 | $643,000 | +72.4% | 12,211 | +74.4% | 0.18% | +53.5% |
| Q1 2019 | $373,000 | -18.2% | 7,001 | -22.4% | 0.11% | -20.3% |
| Q4 2018 | $456,000 | – | 9,021 | – | 0.14% | – |
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% |