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 | $19,565,953 | -60.2% | 365,582 | -58.3% | 0.24% | -69.6% |
| Q2 2023 | $49,135,365 | +120.1% | 876,167 | +116.7% | 0.80% | +110.5% |
| Q1 2023 | $22,327,209 | +247.2% | 404,406 | +225.2% | 0.38% | +204.8% |
| Q4 2022 | $6,430,800 | -1.4% | 124,341 | -12.7% | 0.12% | -14.4% |
| Q3 2022 | $6,519,000 | -5.5% | 142,470 | +6.6% | 0.15% | 0.0% |
| Q2 2022 | $6,902,000 | -24.5% | 133,705 | -12.6% | 0.15% | +16.8% |
| Q1 2022 | $9,142,000 | +310.0% | 153,031 | +336.2% | 0.12% | +115.5% |
| Q4 2021 | $2,230,000 | -17.3% | 35,081 | -17.7% | 0.06% | -12.1% |
| Q3 2021 | $2,696,000 | -10.1% | 42,610 | -6.7% | 0.07% | -37.7% |
| Q2 2021 | $3,000,000 | +18.2% | 45,674 | +12.8% | 0.11% | -32.1% |
| Q1 2021 | $2,537,000 | +86.0% | 40,491 | +78.9% | 0.16% | +67.7% |
| Q4 2020 | $1,364,000 | +36.7% | 22,635 | +18.4% | 0.09% | -3.1% |
| Q3 2020 | $998,000 | -24.2% | 19,114 | -28.7% | 0.10% | -27.3% |
| Q2 2020 | $1,317,000 | +8.0% | 26,802 | -7.6% | 0.13% | -32.0% |
| Q1 2020 | $1,220,000 | +101.3% | 28,991 | +167.1% | 0.19% | +3.2% |
| Q4 2019 | $606,000 | -24.0% | 10,852 | -29.7% | 0.19% | -45.3% |
| Q3 2019 | $797,000 | -5.6% | 15,437 | -3.7% | 0.34% | +11.7% |
| Q2 2019 | $844,000 | +72.2% | 16,026 | +70.0% | 0.31% | +67.4% |
| Q1 2019 | $490,000 | +7.7% | 9,428 | -1.7% | 0.18% | -33.3% |
| Q4 2018 | $455,000 | – | 9,595 | – | 0.28% | – |
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% |