VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $306,534 | -13.4% | 5,727 | -9.3% | 0.02% | -4.8% |
| Q2 2023 | $354,049 | +3.8% | 6,313 | +2.2% | 0.02% | -4.5% |
| Q1 2023 | $341,185 | +66.6% | 6,180 | +56.1% | 0.02% | +46.7% |
| Q4 2022 | $204,811 | -66.2% | 3,960 | -57.1% | 0.02% | -64.3% |
| Q2 2021 | $606,000 | -21.2% | 9,228 | -24.7% | 0.04% | -30.0% |
| Q1 2021 | $769,000 | +60.2% | 12,260 | +53.5% | 0.06% | +53.8% |
| Q4 2020 | $480,000 | +11.4% | 7,987 | -3.3% | 0.04% | +18.2% |
| Q3 2020 | $431,000 | +5.9% | 8,261 | -0.5% | 0.03% | +6.5% |
| Q2 2020 | $407,000 | -7.1% | 8,300 | -21.0% | 0.03% | -41.5% |
| Q1 2020 | $438,000 | -25.5% | 10,500 | -0.3% | 0.05% | +130.4% |
| Q4 2019 | $588,000 | +8.5% | 10,528 | +0.4% | 0.02% | -58.9% |
| Q3 2019 | $542,000 | -2.7% | 10,490 | -0.7% | 0.06% | 0.0% |
| Q2 2019 | $557,000 | -3.6% | 10,565 | -5.1% | 0.06% | -12.5% |
| Q1 2019 | $578,000 | +9.1% | 11,133 | -0.8% | 0.06% | -3.0% |
| Q4 2018 | $530,000 | +20.2% | 11,222 | +37.6% | 0.07% | +37.5% |
| Q3 2018 | $441,000 | +5.0% | 8,158 | +5.0% | 0.05% | +54.8% |
| Q2 2018 | $420,000 | 0.0% | 7,766 | +4.5% | 0.03% | -6.1% |
| Q1 2018 | $420,000 | +4.0% | 7,435 | +4.5% | 0.03% | +6.5% |
| Q4 2017 | $404,000 | +57.2% | 7,116 | +51.3% | 0.03% | +34.8% |
| Q3 2017 | $257,000 | – | 4,704 | – | 0.02% | – |
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% |