VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 297 filers reported holding VANGUARD STAR FDS in Q3 2017. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,246,074 | -4.2% | 41,967 | +0.4% | 0.88% | -3.3% |
Q2 2023 | $2,345,097 | +1.6% | 41,817 | 0.0% | 0.91% | +1.4% |
Q1 2023 | $2,308,717 | +28.2% | 41,817 | +20.1% | 0.90% | +41.4% |
Q4 2022 | $1,800,735 | +13.0% | 34,817 | 0.0% | 0.64% | +12.4% |
Q3 2022 | $1,594,000 | -26.1% | 34,817 | -16.7% | 0.56% | -15.9% |
Q2 2022 | $2,158,000 | -13.6% | 41,817 | 0.0% | 0.67% | +4.0% |
Q1 2022 | $2,498,000 | -6.2% | 41,817 | 0.0% | 0.65% | -7.1% |
Q4 2021 | $2,662,000 | +0.5% | 41,817 | -0.1% | 0.70% | -3.7% |
Q3 2021 | $2,649,000 | -14.0% | 41,867 | -10.7% | 0.72% | -1.5% |
Q2 2021 | $3,080,000 | +4.8% | 46,887 | 0.0% | 0.73% | -5.7% |
Q1 2021 | $2,940,000 | +4.2% | 46,887 | 0.0% | 0.78% | +11.5% |
Q4 2020 | $2,821,000 | +15.3% | 46,887 | 0.0% | 0.70% | -4.5% |
Q3 2020 | $2,446,000 | +6.1% | 46,887 | 0.0% | 0.73% | -0.9% |
Q2 2020 | $2,305,000 | +17.2% | 46,887 | 0.0% | 0.74% | -1.6% |
Q1 2020 | $1,967,000 | -24.7% | 46,887 | 0.0% | 0.75% | -13.9% |
Q4 2019 | $2,611,000 | +6.2% | 46,887 | -1.5% | 0.87% | +7.8% |
Q3 2019 | $2,458,000 | -3.8% | 47,587 | -1.8% | 0.81% | -22.3% |
Q2 2019 | $2,556,000 | +1.6% | 48,457 | 0.0% | 1.04% | -2.3% |
Q1 2019 | $2,515,000 | +6.8% | 48,457 | -2.8% | 1.06% | -6.7% |
Q4 2018 | $2,354,000 | -14.0% | 49,857 | -1.2% | 1.14% | -13.3% |
Q3 2018 | $2,738,000 | -2.6% | 50,457 | -2.9% | 1.31% | -10.9% |
Q2 2018 | $2,811,000 | -4.3% | 51,957 | 0.0% | 1.47% | -16.0% |
Q1 2018 | $2,938,000 | +494.7% | 51,957 | +497.2% | 1.76% | +572.4% |
Q4 2017 | $494,000 | +3.8% | 8,700 | 0.0% | 0.26% | -23.2% |
Q3 2017 | $476,000 | +5.3% | 8,700 | 0.0% | 0.34% | +3.7% |
Q2 2017 | $452,000 | +4.6% | 8,700 | 0.0% | 0.33% | +5.1% |
Q1 2017 | $432,000 | – | 8,700 | – | 0.31% | – |
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% |