VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 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 | $1,267,969 | -0.3% | 23,692 | +4.5% | 0.02% | 0.0% |
| Q2 2023 | $1,271,173 | +91483.1% | 22,667 | -9.9% | 0.02% | -24.1% |
| Q1 2023 | $1,388 | +9.2% | 25,147 | +2.3% | 0.03% | -17.1% |
| Q4 2022 | $1,271 | -99.9% | 24,583 | +8.2% | 0.04% | +6.1% |
| Q3 2022 | $1,040,000 | -26.9% | 22,718 | -17.6% | 0.03% | -25.0% |
| Q2 2022 | $1,423,000 | +6.0% | 27,582 | +22.7% | 0.04% | +7.3% |
| Q1 2022 | $1,343,000 | -4.2% | 22,478 | +1.9% | 0.04% | -2.4% |
| Q4 2021 | $1,402,000 | +10.7% | 22,050 | +10.1% | 0.04% | +2.4% |
| Q3 2021 | $1,267,000 | +11.5% | 20,021 | +15.7% | 0.04% | +2.5% |
| Q2 2021 | $1,136,000 | +6.4% | 17,300 | +1.5% | 0.04% | -9.1% |
| Q1 2021 | $1,068,000 | +16.6% | 17,038 | +11.9% | 0.04% | +2.3% |
| Q4 2020 | $916,000 | +18.2% | 15,224 | +2.5% | 0.04% | -10.4% |
| Q3 2020 | $775,000 | +98.2% | 14,854 | +86.9% | 0.05% | +71.4% |
| Q2 2020 | $391,000 | +20.3% | 7,947 | +2.7% | 0.03% | -6.7% |
| Q1 2020 | $325,000 | -34.7% | 7,735 | -13.4% | 0.03% | -28.6% |
| Q4 2019 | $498,000 | +13.4% | 8,934 | +5.1% | 0.04% | -14.3% |
| Q3 2019 | $439,000 | +8.1% | 8,498 | +0.6% | 0.05% | -7.5% |
| Q2 2019 | $406,000 | +2.3% | 8,451 | +10.4% | 0.05% | -20.9% |
| Q1 2019 | $397,000 | +6.4% | 7,654 | -3.1% | 0.07% | -33.7% |
| Q4 2018 | $373,000 | +4.8% | 7,902 | +20.2% | 0.10% | -6.5% |
| Q3 2018 | $356,000 | -97.9% | 6,575 | -94.5% | 0.11% | -98.1% |
| Q2 2018 | $16,946,000 | +4492.4% | 120,378 | +1716.8% | 5.78% | +3808.1% |
| Q1 2018 | $369,000 | -6.6% | 6,626 | -1.6% | 0.15% | -12.4% |
| Q4 2017 | $395,000 | – | 6,736 | – | 0.17% | – |
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% |