VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. 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 | $258,040 | -3.4% | 4,821 | +1.3% | 0.01% | -17.6% |
| Q2 2023 | $267,018 | +1.6% | 4,761 | +0.0% | 0.02% | -10.5% |
| Q1 2023 | $262,820 | +6.5% | 4,760 | -0.2% | 0.02% | +5.6% |
| Q4 2022 | $246,672 | -13.8% | 4,769 | -23.6% | 0.02% | -25.0% |
| Q3 2022 | $286,000 | -12.5% | 6,242 | -1.4% | 0.02% | -14.3% |
| Q2 2022 | $327,000 | -26.5% | 6,332 | -15.2% | 0.03% | -77.0% |
| Q1 2022 | $445,000 | +3.0% | 7,464 | +9.7% | 0.12% | +1.7% |
| Q4 2021 | $432,000 | -6.3% | 6,803 | -6.7% | 0.12% | -20.5% |
| Q3 2021 | $461,000 | +0.4% | 7,290 | +4.4% | 0.15% | +2.0% |
| Q2 2021 | $459,000 | +8.0% | 6,985 | +3.0% | 0.15% | -15.4% |
| Q1 2021 | $425,000 | -17.8% | 6,779 | -21.1% | 0.18% | +75.0% |
| Q4 2020 | $517,000 | +50.7% | 8,597 | +30.7% | 0.10% | +37.0% |
| Q3 2020 | $343,000 | -15.3% | 6,579 | -20.2% | 0.07% | -87.3% |
| Q2 2020 | $405,000 | -8.8% | 8,243 | -22.3% | 0.57% | -44.6% |
| Q1 2020 | $444,000 | -25.8% | 10,603 | -1.2% | 1.04% | +58.2% |
| Q4 2019 | $598,000 | – | 10,733 | – | 0.66% | – |
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% |