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 | $4,761,066 | +8.5% | 88,959 | +13.7% | 0.07% | +10.6% |
Q2 2023 | $4,387,399 | +18.4% | 78,235 | +16.6% | 0.07% | +11.9% |
Q1 2023 | $3,705,955 | +14.8% | 67,125 | +7.6% | 0.06% | +7.3% |
Q4 2022 | $3,227,852 | +12.8% | 62,410 | -0.2% | 0.06% | +3.8% |
Q3 2022 | $2,861,000 | -22.9% | 62,519 | -13.1% | 0.05% | -22.1% |
Q2 2022 | $3,711,000 | -12.2% | 71,903 | +1.7% | 0.07% | +4.6% |
Q1 2022 | $4,225,000 | -10.3% | 70,719 | -4.6% | 0.06% | -9.7% |
Q4 2021 | $4,712,000 | +5.8% | 74,129 | +5.3% | 0.07% | -6.5% |
Q3 2021 | $4,455,000 | -2.0% | 70,429 | +1.7% | 0.08% | 0.0% |
Q2 2021 | $4,548,000 | -100.0% | 69,239 | -61.3% | 0.08% | -21.4% |
Q1 2021 | $11,209,200,000 | +280130.0% | 178,776 | +168.8% | 0.10% | +12.6% |
Q4 2020 | $4,000,000 | +25.5% | 66,497 | +8.9% | 0.09% | +8.8% |
Q3 2020 | $3,187,000 | +30.6% | 61,083 | +23.0% | 0.08% | +14.3% |
Q2 2020 | $2,441,000 | +27.6% | 49,652 | +8.9% | 0.07% | 0.0% |
Q1 2020 | $1,913,000 | -43.4% | 45,595 | -24.8% | 0.07% | -30.0% |
Q4 2019 | $3,378,000 | +10.5% | 60,661 | +2.5% | 0.10% | -2.9% |
Q3 2019 | $3,057,000 | -37.4% | 59,183 | -36.1% | 0.10% | -42.5% |
Q2 2019 | $4,882,000 | -19.7% | 92,558 | -20.9% | 0.18% | -30.6% |
Q1 2019 | $6,076,000 | +6.0% | 117,086 | -3.5% | 0.26% | -7.5% |
Q4 2018 | $5,731,000 | -8.4% | 121,380 | +4.8% | 0.28% | -6.4% |
Q3 2018 | $6,256,000 | +788.6% | 115,857 | +790.2% | 0.30% | +609.5% |
Q2 2018 | $704,000 | +136.2% | 13,015 | +147.0% | 0.04% | +110.0% |
Q1 2018 | $298,000 | +508.2% | 5,270 | +500.2% | 0.02% | +400.0% |
Q4 2017 | $49,000 | +2.1% | 878 | 0.0% | 0.00% | -20.0% |
Q3 2017 | $48,000 | +2.1% | 878 | -4.0% | 0.01% | 0.0% |
Q2 2017 | $47,000 | +30.6% | 915 | +15.7% | 0.01% | -68.8% |
Q4 2016 | $36,000 | – | 791 | – | 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% |