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 | $15,703,658 | +87.6% | 293,417 | +81.3% | 3.53% | +59.2% |
| Q4 2022 | $8,372,394 | +13.8% | 161,879 | +0.7% | 2.22% | +2.0% |
| Q3 2022 | $7,356,000 | -8.4% | 160,712 | +3.3% | 2.17% | -3.2% |
| Q2 2022 | $8,032,000 | -0.5% | 155,636 | +15.1% | 2.24% | +12.9% |
| Q1 2022 | $8,076,000 | -50.1% | 135,188 | -46.9% | 1.99% | -45.4% |
| Q4 2021 | $16,194,000 | -0.5% | 254,737 | +3.4% | 3.64% | -2.8% |
| Q3 2021 | $16,271,000 | +26.6% | 246,374 | +25.9% | 3.75% | -1.1% |
| Q2 2021 | $12,856,000 | +16.1% | 195,732 | +10.8% | 3.79% | +6.0% |
| Q1 2021 | $11,073,000 | +112.0% | 176,595 | +103.4% | 3.58% | +99.2% |
| Q4 2020 | $5,224,000 | +20.1% | 86,834 | +4.2% | 1.80% | +5.4% |
| Q3 2020 | $4,348,000 | +11.9% | 83,338 | +5.4% | 1.70% | +7.5% |
| Q2 2020 | $3,886,000 | +12.3% | 79,042 | -4.1% | 1.58% | -4.0% |
| Q1 2020 | $3,459,000 | -20.6% | 82,425 | +5.4% | 1.65% | -17.3% |
| Q4 2019 | $4,355,000 | +13.9% | 78,193 | +5.6% | 1.99% | +1.9% |
| Q3 2019 | $3,824,000 | +5.5% | 74,031 | +2.5% | 1.96% | +0.5% |
| Q2 2019 | $3,624,000 | +6.7% | 72,204 | +7.2% | 1.95% | -1.1% |
| Q1 2019 | $3,398,000 | -19.8% | 67,360 | -25.0% | 1.97% | -25.4% |
| Q4 2018 | $4,239,000 | -8.8% | 89,771 | +4.5% | 2.64% | -6.0% |
| Q2 2018 | $4,646,000 | +51.7% | 85,881 | +59.3% | 2.81% | +35.7% |
| Q4 2017 | $3,062,000 | -17.3% | 53,898 | -20.3% | 2.07% | -29.4% |
| Q3 2017 | $3,702,000 | -19.6% | 67,639 | -23.6% | 2.93% | -23.3% |
| Q2 2017 | $4,603,000 | -0.6% | 88,572 | -0.9% | 3.82% | -4.7% |
| Q1 2017 | $4,633,000 | -99.8% | 89,356 | +72.8% | 4.01% | +90.5% |
| Q4 2016 | $2,473,229,000 | – | 51,699 | – | 2.10% | – |
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% |