VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,853,160 | -7.0% | 90,679 | -2.5% | 0.91% | -3.4% |
| Q2 2023 | $5,216,812 | +2.2% | 93,024 | +0.6% | 0.94% | -0.1% |
| Q1 2023 | $5,103,287 | +4.7% | 92,434 | -1.9% | 0.94% | -2.8% |
| Q4 2022 | $4,875,207 | +19.0% | 94,262 | +7.0% | 0.97% | +12.1% |
| Q3 2022 | $4,096,000 | +1097.7% | 88,059 | +1196.1% | 0.87% | +1010.3% |
| Q2 2022 | $342,000 | -34.5% | 6,794 | -22.2% | 0.08% | -29.7% |
| Q1 2022 | $522,000 | -61.8% | 8,738 | -59.3% | 0.11% | -65.4% |
| Q4 2021 | $1,365,000 | +164.5% | 21,468 | +163.3% | 0.32% | +156.8% |
| Q3 2021 | $516,000 | -8.0% | 8,153 | -4.6% | 0.12% | -12.6% |
| Q2 2021 | $561,000 | -14.6% | 8,545 | -18.5% | 0.14% | -25.9% |
| Q1 2021 | $657,000 | +1.9% | 10,483 | -2.3% | 0.19% | -7.2% |
| Q4 2020 | $645,000 | -48.8% | 10,725 | -55.5% | 0.21% | -45.3% |
| Q3 2020 | $1,259,000 | -2.8% | 24,125 | -8.4% | 0.38% | -12.0% |
| Q2 2020 | $1,295,000 | -91.6% | 26,346 | -92.8% | 0.43% | -93.0% |
| Q1 2020 | $15,456,000 | -18.0% | 368,350 | +8.8% | 6.18% | -2.6% |
| Q4 2019 | $18,848,000 | +16.5% | 338,449 | +8.1% | 6.34% | +4.6% |
| Q3 2019 | $16,172,000 | +63.7% | 313,053 | +67.1% | 6.06% | +52.7% |
| Q2 2019 | $9,880,000 | +18.5% | 187,298 | +16.6% | 3.97% | +7.4% |
| Q1 2019 | $8,338,000 | +442.1% | 160,658 | +393.3% | 3.70% | +367.7% |
| Q4 2018 | $1,538,000 | – | 32,567 | – | 0.79% | – |
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% |