VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. 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 | $11,805,126 | -0.5% | 220,574 | +4.2% | 3.86% | -13.6% |
| Q2 2023 | $11,867,395 | +6.4% | 211,615 | +4.7% | 4.47% | +2.8% |
| Q1 2023 | $11,154,066 | +32.5% | 202,030 | +24.2% | 4.35% | +22.2% |
| Q4 2022 | $8,416,049 | +156.7% | 162,723 | +127.1% | 3.56% | +131.6% |
| Q3 2022 | $3,279,000 | +4.5% | 71,642 | +17.8% | 1.54% | +11.9% |
| Q2 2022 | $3,139,000 | -9.1% | 60,817 | +5.2% | 1.37% | +4.3% |
| Q1 2022 | $3,454,000 | +24.3% | 57,812 | +32.2% | 1.32% | +29.3% |
| Q4 2021 | $2,779,000 | +78.6% | 43,721 | +77.8% | 1.02% | +55.9% |
| Q3 2021 | $1,556,000 | +73.3% | 24,595 | +78.1% | 0.65% | +68.3% |
| Q2 2021 | $898,000 | +164.1% | 13,812 | +154.5% | 0.39% | +185.3% |
| Q1 2021 | $340,000 | +44.7% | 5,428 | +39.2% | 0.14% | +27.1% |
| Q4 2020 | $235,000 | -3.7% | 3,899 | -16.8% | 0.11% | -30.1% |
| Q3 2020 | $244,000 | -9.6% | 4,686 | -14.6% | 0.15% | -13.1% |
| Q2 2020 | $270,000 | +5.1% | 5,490 | -10.5% | 0.18% | -11.6% |
| Q1 2020 | $257,000 | -38.1% | 6,136 | -17.7% | 0.20% | -20.7% |
| Q4 2019 | $415,000 | +18.9% | 7,455 | +10.4% | 0.25% | +8.2% |
| Q3 2019 | $349,000 | -12.1% | 6,752 | -10.3% | 0.23% | -13.1% |
| Q2 2019 | $397,000 | -63.1% | 7,527 | -63.7% | 0.27% | -65.7% |
| Q1 2019 | $1,077,000 | +22.8% | 20,749 | +11.7% | 0.78% | +7.7% |
| Q4 2018 | $877,000 | -17.1% | 18,575 | -5.2% | 0.72% | -6.3% |
| Q3 2018 | $1,058,000 | +1.0% | 19,585 | +1.1% | 0.77% | -2.5% |
| Q2 2018 | $1,048,000 | -3.7% | 19,369 | +0.7% | 0.79% | -6.7% |
| Q1 2018 | $1,088,000 | -5.6% | 19,235 | -5.1% | 0.85% | -3.7% |
| Q4 2017 | $1,152,000 | – | 20,276 | – | 0.88% | – |
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% |