VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,669,280 | +6.4% | 48,348 | -0.3% | 0.14% | -5.3% |
| Q4 2022 | $2,508,404 | -26.5% | 48,500 | -34.9% | 0.15% | -34.2% |
| Q3 2022 | $3,413,000 | -17.3% | 74,542 | -6.8% | 0.23% | -16.6% |
| Q2 2022 | $4,126,000 | +45.4% | 79,945 | +68.3% | 0.28% | +61.0% |
| Q1 2022 | $2,837,000 | -15.3% | 47,490 | -9.8% | 0.17% | -17.7% |
| Q4 2021 | $3,348,000 | +4.1% | 52,665 | +3.6% | 0.21% | -4.6% |
| Q3 2021 | $3,215,000 | -5.9% | 50,827 | -2.3% | 0.22% | -11.0% |
| Q2 2021 | $3,416,000 | +13.5% | 52,001 | +8.4% | 0.25% | -4.7% |
| Q1 2021 | $3,009,000 | +16.3% | 47,993 | +11.6% | 0.26% | +11.2% |
| Q4 2020 | $2,587,000 | -23.7% | 42,994 | -39.6% | 0.23% | +0.4% |
| Q3 2020 | $3,389,000 | +87.2% | 71,210 | +93.4% | 0.23% | -1.3% |
| Q2 2020 | $1,810,000 | +35.4% | 36,827 | +15.6% | 0.23% | 0.0% |
| Q1 2020 | $1,337,000 | -20.5% | 31,864 | +5.5% | 0.23% | +9.9% |
| Q4 2019 | $1,682,000 | +39.7% | 30,206 | +29.6% | 0.21% | +9.2% |
| Q3 2019 | $1,204,000 | +31.6% | 23,303 | +34.3% | 0.20% | +8.3% |
| Q2 2019 | $915,000 | +180.7% | 17,353 | +176.6% | 0.18% | +181.2% |
| Q1 2019 | $326,000 | +32.0% | 6,273 | +20.0% | 0.06% | +1.6% |
| Q4 2018 | $247,000 | +3.3% | 5,227 | +17.9% | 0.06% | +65.8% |
| Q3 2018 | $239,000 | -55.2% | 4,433 | -52.9% | 0.04% | -75.5% |
| Q1 2018 | $533,000 | +124.9% | 9,421 | +125.7% | 0.16% | +198.1% |
| Q4 2017 | $237,000 | -46.6% | 4,174 | -48.5% | 0.05% | -50.0% |
| Q3 2017 | $444,000 | – | 8,110 | – | 0.10% | – |
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% |