VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,326 | -6.5% | 62,144 | -2.0% | 0.61% | -4.5% |
| Q2 2023 | $3,556 | -3.1% | 63,414 | -4.2% | 0.64% | -10.3% |
| Q1 2023 | $3,669 | -5.8% | 66,203 | -8.7% | 0.71% | -11.7% |
| Q4 2022 | $3,896 | -99.9% | 72,512 | -1.3% | 0.80% | -5.4% |
| Q3 2022 | $3,417,000 | -12.8% | 73,497 | -5.2% | 0.85% | -15.0% |
| Q2 2022 | $3,917,000 | -20.9% | 77,489 | -7.2% | 1.00% | +9.3% |
| Q1 2022 | $4,952,000 | -13.0% | 83,544 | -6.0% | 0.92% | -12.3% |
| Q4 2021 | $5,693,000 | +1.7% | 88,867 | +0.8% | 1.04% | -10.8% |
| Q3 2021 | $5,596,000 | +2.2% | 88,204 | +5.8% | 1.17% | -1.0% |
| Q2 2021 | $5,475,000 | +13.9% | 83,354 | +8.8% | 1.18% | +3.3% |
| Q1 2021 | $4,806,000 | +11.9% | 76,644 | +7.4% | 1.14% | +4.7% |
| Q4 2020 | $4,294,000 | +18.4% | 71,373 | +3.8% | 1.09% | +3.7% |
| Q3 2020 | $3,628,000 | +3.8% | 68,758 | -3.3% | 1.06% | -5.0% |
| Q2 2020 | $3,495,000 | +98.7% | 71,077 | +69.6% | 1.11% | +56.7% |
| Q1 2020 | $1,759,000 | +19.6% | 41,913 | +58.7% | 0.71% | +31.1% |
| Q4 2019 | $1,471,000 | +17.0% | 26,413 | +5.9% | 0.54% | -1.3% |
| Q3 2019 | $1,257,000 | -8.6% | 24,950 | -3.8% | 0.55% | -9.3% |
| Q2 2019 | $1,376,000 | +25.4% | 25,927 | +22.6% | 0.60% | -1.9% |
| Q1 2019 | $1,097,000 | +102.4% | 21,142 | +84.1% | 0.62% | +66.0% |
| Q4 2018 | $542,000 | +60.4% | 11,485 | +83.6% | 0.37% | +69.4% |
| Q3 2018 | $338,000 | -0.3% | 6,257 | 0.0% | 0.22% | -17.4% |
| Q2 2018 | $339,000 | -4.2% | 6,257 | 0.0% | 0.26% | -11.4% |
| Q1 2018 | $354,000 | -10.4% | 6,257 | -10.1% | 0.30% | -12.1% |
| Q4 2017 | $395,000 | – | 6,957 | – | 0.34% | – |
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% |