VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318,870 | -19.5% | 5,958 | -15.6% | 0.02% | -23.8% |
| Q2 2023 | $396,022 | +7.8% | 7,062 | +6.1% | 0.02% | 0.0% |
| Q1 2023 | $367,421 | -56.5% | 6,655 | -59.2% | 0.02% | -60.4% |
| Q4 2022 | $844,196 | +5.3% | 16,322 | -6.9% | 0.05% | -13.1% |
| Q3 2022 | $802,000 | +17.8% | 17,529 | +69.2% | 0.06% | +41.9% |
| Q2 2021 | $681,000 | +57.6% | 10,362 | +50.5% | 0.04% | +38.7% |
| Q1 2021 | $432,000 | -6.5% | 6,883 | -10.4% | 0.03% | -18.4% |
| Q4 2020 | $462,000 | -7.0% | 7,680 | -19.3% | 0.04% | -24.0% |
| Q3 2020 | $497,000 | +75.0% | 9,519 | +65.0% | 0.05% | +28.2% |
| Q2 2020 | $284,000 | -51.5% | 5,770 | -58.7% | 0.04% | -53.6% |
| Q1 2020 | $586,000 | +28.2% | 13,976 | +70.3% | 0.08% | +55.6% |
| Q4 2019 | $457,000 | -4.0% | 8,208 | -10.8% | 0.05% | -16.9% |
| Q3 2019 | $476,000 | -37.2% | 9,206 | -35.9% | 0.06% | -40.9% |
| Q2 2019 | $758,000 | -9.2% | 14,362 | -10.7% | 0.11% | -20.9% |
| Q1 2019 | $835,000 | -0.4% | 16,091 | -9.3% | 0.14% | -13.7% |
| Q4 2018 | $838,000 | -24.5% | 17,736 | -13.7% | 0.16% | -32.9% |
| Q3 2018 | $1,110,000 | +1.6% | 20,548 | +1.8% | 0.24% | -14.0% |
| Q2 2018 | $1,092,000 | +6.1% | 20,191 | +9.2% | 0.28% | +1.1% |
| Q1 2018 | $1,029,000 | -12.6% | 18,489 | -7.9% | 0.28% | -11.5% |
| Q4 2017 | $1,177,000 | +296.3% | 20,071 | +271.0% | 0.31% | +147.6% |
| Q3 2017 | $297,000 | +29600.0% | 5,410 | +9.8% | 0.13% | – |
| Q2 2017 | $1,000 | -99.6% | 4,925 | -5.8% | 0.00% | -100.0% |
| Q1 2017 | $259,000 | +46.3% | 5,230 | +36.6% | 0.17% | +29.1% |
| Q4 2016 | $177,000 | – | 3,829 | – | 0.13% | – |
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% |