VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $398,456 | -4.6% | 7,445 | 0.0% | 0.08% | -9.1% |
| Q2 2023 | $417,516 | +1.6% | 7,445 | 0.0% | 0.09% | -8.3% |
| Q1 2023 | $411,038 | +322.5% | 7,445 | +295.8% | 0.10% | +284.0% |
| Q4 2022 | $97,285 | +26.3% | 1,881 | +11.1% | 0.02% | +19.0% |
| Q3 2022 | $77,000 | -40.3% | 1,693 | -32.4% | 0.02% | -47.5% |
| Q2 2022 | $129,000 | +43.3% | 2,504 | +66.4% | 0.04% | +53.8% |
| Q1 2022 | $90,000 | -6.2% | 1,505 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $96,000 | +1.1% | 1,505 | 0.0% | 0.03% | -7.1% |
| Q3 2021 | $95,000 | -4.0% | 1,505 | 0.0% | 0.03% | -6.7% |
| Q2 2021 | $99,000 | -38.9% | 1,505 | -41.8% | 0.03% | -46.4% |
| Q1 2021 | $162,000 | +3.8% | 2,588 | 0.0% | 0.06% | -3.4% |
| Q4 2020 | $156,000 | +3800.0% | 2,588 | +3305.3% | 0.06% | +2800.0% |
| Q3 2020 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | +33.3% | 76 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -25.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | – | 76 | – | 0.00% | – |
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% |