VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 360 filers reported holding VANGUARD STAR FDS in Q1 2018. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,721,099 | +0.6% | 461,904 | +5.4% | 6.00% | +2.3% |
| Q2 2023 | $24,571,825 | +5.2% | 438,157 | +3.6% | 5.87% | -0.3% |
| Q1 2023 | $23,353,267 | +6.7% | 422,990 | -0.0% | 5.88% | -1.1% |
| Q4 2022 | $21,881,750 | +17.0% | 423,081 | +3.5% | 5.95% | +9.2% |
| Q3 2022 | $18,704,000 | -0.9% | 408,649 | +11.7% | 5.45% | +0.9% |
| Q2 2022 | $18,874,000 | -12.0% | 365,709 | +1.8% | 5.40% | -1.0% |
| Q1 2022 | $21,453,000 | -6.1% | 359,098 | -0.0% | 5.46% | -4.1% |
| Q4 2021 | $22,837,000 | +5.1% | 359,244 | +4.5% | 5.69% | -2.4% |
| Q3 2021 | $21,738,000 | +7.2% | 343,622 | +11.3% | 5.83% | +5.0% |
| Q2 2021 | $20,280,000 | +13.1% | 308,776 | +7.9% | 5.56% | +1.2% |
| Q1 2021 | $17,936,000 | +11.5% | 286,055 | +6.9% | 5.49% | +6.9% |
| Q4 2020 | $16,093,000 | +23.0% | 267,504 | +6.6% | 5.14% | +13.3% |
| Q3 2020 | $13,089,000 | +24.3% | 250,883 | +17.2% | 4.53% | +17.2% |
| Q2 2020 | $10,529,000 | -6.9% | 214,141 | -20.6% | 3.87% | -18.3% |
| Q1 2020 | $11,311,000 | -30.0% | 269,567 | -7.1% | 4.73% | -20.1% |
| Q4 2019 | $16,158,000 | +14.3% | 290,134 | +6.0% | 5.93% | +4.1% |
| Q3 2019 | $14,141,000 | -2.3% | 273,730 | -0.2% | 5.69% | -5.8% |
| Q2 2019 | $14,470,000 | +12.4% | 274,315 | +10.6% | 6.04% | +2.2% |
| Q1 2019 | $12,875,000 | +20.6% | 248,070 | +9.7% | 5.91% | +0.8% |
| Q4 2018 | $10,676,000 | -8.2% | 226,087 | +5.0% | 5.86% | -1.1% |
| Q3 2018 | $11,624,000 | +4.2% | 215,259 | +4.4% | 5.93% | -3.2% |
| Q2 2018 | $11,152,000 | -5.9% | 206,136 | -1.6% | 6.12% | -9.9% |
| Q1 2018 | $11,850,000 | -0.8% | 209,546 | -0.4% | 6.80% | -1.0% |
| Q4 2017 | $11,948,000 | – | 210,316 | – | 6.86% | – |
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% |