VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $11,966,000 | -5.4% | 261,436 | +6.6% | 7.76% | -27.4% |
| Q2 2022 | $12,651,000 | -12.5% | 245,226 | +2.4% | 10.68% | +7.1% |
| Q1 2022 | $14,459,000 | +7.4% | 239,435 | +13.0% | 9.97% | +38.6% |
| Q4 2021 | $13,466,000 | +1.2% | 211,830 | +1.0% | 7.20% | -0.9% |
| Q3 2021 | $13,309,000 | -1.5% | 209,793 | +2.0% | 7.26% | +2.3% |
| Q2 2021 | $13,517,000 | +9.1% | 205,620 | +4.0% | 7.09% | -1.8% |
| Q1 2021 | $12,391,000 | +7.4% | 197,629 | +3.0% | 7.22% | -9.3% |
| Q4 2020 | $11,539,000 | +19.8% | 191,809 | +3.9% | 7.96% | -3.1% |
| Q3 2020 | $9,628,000 | +6.8% | 184,553 | +0.6% | 8.21% | +2.9% |
| Q2 2020 | $9,016,000 | -34.4% | 183,372 | -25.7% | 7.98% | -43.2% |
| Q4 2019 | $13,744,000 | +9.6% | 246,803 | +1.7% | 14.04% | +6.3% |
| Q3 2019 | $12,540,000 | -1.7% | 242,732 | +0.3% | 13.21% | -15.4% |
| Q2 2019 | $12,763,000 | +4.1% | 241,962 | +2.4% | 15.61% | +2.0% |
| Q1 2019 | $12,266,000 | +9.5% | 236,338 | -0.4% | 15.29% | +6.4% |
| Q4 2018 | $11,204,000 | -14.8% | 237,273 | -2.6% | 14.37% | +17.2% |
| Q3 2018 | $13,154,000 | +1.2% | 243,599 | +1.4% | 12.26% | +0.8% |
| Q2 2018 | $13,001,000 | – | 240,315 | – | 12.16% | – |
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% |