VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 435 filers reported holding VANGUARD STAR FDS in Q2 2019. 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 | $583 | -4.6% | 10,886 | -0.1% | 0.44% | +2.3% |
| Q2 2023 | $611 | +1.5% | 10,901 | 0.0% | 0.43% | -0.5% |
| Q1 2023 | $602 | +6.5% | 10,901 | -0.3% | 0.43% | +4.6% |
| Q4 2022 | $565 | -99.9% | 10,929 | +0.0% | 0.41% | +2.2% |
| Q3 2022 | $500,000 | -21.3% | 10,928 | -11.2% | 0.40% | -11.8% |
| Q2 2022 | $635,000 | -65.5% | 12,300 | -60.1% | 0.46% | -59.5% |
| Q1 2022 | $1,842,000 | -21.5% | 30,840 | -16.4% | 1.13% | -17.8% |
| Q4 2021 | $2,346,000 | +17.5% | 36,911 | +16.9% | 1.38% | +5.3% |
| Q3 2021 | $1,997,000 | -1.3% | 31,576 | +2.5% | 1.31% | +1.2% |
| Q2 2021 | $2,023,000 | +5.3% | 30,802 | +0.5% | 1.29% | -0.8% |
| Q1 2021 | $1,922,000 | +21.0% | 30,650 | +16.1% | 1.30% | +5.8% |
| Q4 2020 | $1,589,000 | +37.6% | 26,405 | +19.2% | 1.23% | +23.6% |
| Q3 2020 | $1,155,000 | +7.5% | 22,145 | +1.4% | 1.00% | -1.0% |
| Q2 2020 | $1,074,000 | +22.5% | 21,845 | +4.5% | 1.01% | +7.9% |
| Q1 2020 | $877,000 | -27.7% | 20,900 | -4.0% | 0.93% | -3.1% |
| Q4 2019 | $1,213,000 | +14.1% | 21,775 | +5.8% | 0.96% | +7.1% |
| Q3 2019 | $1,063,000 | +95.0% | 20,580 | +99.2% | 0.90% | +91.9% |
| Q2 2019 | $545,000 | +71.9% | 10,330 | +69.3% | 0.47% | +61.9% |
| Q1 2019 | $317,000 | +13.6% | 6,102 | +3.4% | 0.29% | +2.8% |
| Q4 2018 | $279,000 | – | 5,902 | – | 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% |