VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,345,953 | -4.1% | 81,202 | +0.5% | 2.07% | +1.9% |
| Q2 2023 | $4,531,047 | +1.7% | 80,804 | +0.1% | 2.04% | -4.3% |
| Q1 2023 | $4,457,346 | +3.7% | 80,734 | -2.9% | 2.13% | -2.0% |
| Q4 2022 | $4,298,160 | +7.7% | 83,104 | -4.7% | 2.17% | +4.3% |
| Q3 2022 | $3,991,000 | +2.5% | 87,207 | +15.6% | 2.08% | +8.8% |
| Q2 2022 | $3,892,000 | -33.9% | 75,413 | -23.5% | 1.91% | -21.8% |
| Q1 2022 | $5,890,000 | -10.2% | 98,599 | -4.4% | 2.45% | -5.3% |
| Q4 2021 | $6,559,000 | +2.2% | 103,173 | +1.7% | 2.58% | -10.0% |
| Q3 2021 | $6,419,000 | +11.1% | 101,467 | +15.3% | 2.87% | +4.4% |
| Q2 2021 | $5,779,000 | +29.5% | 87,994 | +23.6% | 2.75% | +11.7% |
| Q1 2021 | $4,463,000 | +31.3% | 71,179 | +26.0% | 2.46% | +31.7% |
| Q4 2020 | $3,399,000 | +29.2% | 56,499 | +12.9% | 1.87% | +11.1% |
| Q3 2020 | $2,631,000 | +11.9% | 50,023 | +4.6% | 1.68% | +2.4% |
| Q2 2020 | $2,351,000 | +219.9% | 47,808 | +174.3% | 1.64% | +185.6% |
| Q1 2020 | $735,000 | +754.7% | 17,430 | +1030.4% | 0.58% | +1005.8% |
| Q4 2019 | $86,000 | +7.5% | 1,542 | 0.0% | 0.05% | -1.9% |
| Q3 2019 | $80,000 | -1.2% | 1,542 | 0.0% | 0.05% | -1.9% |
| Q2 2019 | $81,000 | -1.2% | 1,542 | -2.2% | 0.05% | -11.5% |
| Q1 2019 | $82,000 | +10.8% | 1,577 | 0.0% | 0.06% | -7.6% |
| Q4 2018 | $74,000 | -12.9% | 1,577 | 0.0% | 0.07% | +11.9% |
| Q3 2018 | $85,000 | 0.0% | 1,577 | 0.0% | 0.06% | -7.8% |
| Q2 2018 | $85,000 | -4.5% | 1,577 | 0.0% | 0.06% | -8.6% |
| Q1 2018 | $89,000 | -1.1% | 1,577 | 0.0% | 0.07% | +9.4% |
| Q4 2017 | $90,000 | – | 1,577 | – | 0.06% | – |
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% |