VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,554,210 | -4.2% | 66,409 | +0.3% | 1.49% | -0.1% |
| Q2 2023 | $3,711,543 | +1.3% | 66,183 | -0.2% | 1.49% | -4.4% |
| Q1 2023 | $3,662,631 | +16.0% | 66,340 | +8.7% | 1.56% | +8.5% |
| Q4 2022 | $3,157,454 | +9.4% | 61,049 | -3.2% | 1.44% | +4.1% |
| Q3 2022 | $2,886,000 | -7.9% | 63,065 | +3.9% | 1.38% | -8.3% |
| Q2 2022 | $3,132,000 | -13.3% | 60,690 | +0.4% | 1.50% | -1.8% |
| Q1 2022 | $3,613,000 | -4.1% | 60,474 | +2.0% | 1.53% | -2.4% |
| Q4 2021 | $3,769,000 | +3.3% | 59,282 | +2.8% | 1.57% | -6.2% |
| Q3 2021 | $3,647,000 | -2.0% | 57,650 | +1.7% | 1.67% | -4.2% |
| Q2 2021 | $3,723,000 | +3.5% | 56,687 | -1.2% | 1.74% | -8.4% |
| Q1 2021 | $3,597,000 | -0.3% | 57,369 | -4.3% | 1.90% | -7.4% |
| Q4 2020 | $3,607,000 | +14.1% | 59,956 | -1.1% | 2.06% | +4.2% |
| Q3 2020 | $3,161,000 | +13.8% | 60,600 | +7.3% | 1.97% | +5.1% |
| Q2 2020 | $2,777,000 | +20.7% | 56,483 | +3.0% | 1.88% | +1.1% |
| Q1 2020 | $2,301,000 | -30.0% | 54,839 | -7.1% | 1.86% | -18.8% |
| Q4 2019 | $3,286,000 | +12.2% | 59,010 | +4.1% | 2.29% | +4.6% |
| Q3 2019 | $2,929,000 | +1.1% | 56,696 | +3.3% | 2.19% | -1.7% |
| Q2 2019 | $2,896,000 | +4.6% | 54,891 | +2.9% | 2.22% | +0.8% |
| Q1 2019 | $2,769,000 | +9.8% | 53,343 | -0.1% | 2.21% | +1.3% |
| Q4 2018 | $2,522,000 | +4.0% | 53,419 | +19.0% | 2.18% | +6.6% |
| Q3 2018 | $2,424,000 | +8.7% | 44,897 | +8.9% | 2.04% | -1.4% |
| Q2 2018 | $2,231,000 | +3.8% | 41,231 | +8.5% | 2.07% | -3.4% |
| Q1 2018 | $2,149,000 | +0.1% | 38,002 | +0.6% | 2.15% | -2.4% |
| Q4 2017 | $2,147,000 | – | 37,784 | – | 2.20% | – |
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% |