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 | $1,262,393 | -3.7% | 23,587 | +0.9% | 0.12% | +4.5% |
| Q2 2023 | $1,311,331 | +7.2% | 23,383 | +5.5% | 0.11% | +2.8% |
| Q1 2023 | $1,223,565 | +8.7% | 22,162 | +11.3% | 0.11% | +10.2% |
| Q4 2022 | $1,125,288 | -7.0% | 19,910 | -24.7% | 0.10% | -21.6% |
| Q3 2022 | $1,210,000 | -9.1% | 26,451 | +2.6% | 0.12% | -3.8% |
| Q2 2022 | $1,331,000 | +2.5% | 25,791 | +18.7% | 0.13% | +16.1% |
| Q1 2022 | $1,298,000 | +1.6% | 21,734 | +8.2% | 0.11% | +3.7% |
| Q4 2021 | $1,277,000 | +1.9% | 20,089 | +1.4% | 0.11% | -4.4% |
| Q3 2021 | $1,253,000 | -1.6% | 19,807 | +2.2% | 0.11% | -4.2% |
| Q2 2021 | $1,273,000 | +4.5% | 19,384 | -0.3% | 0.12% | -2.5% |
| Q1 2021 | $1,218,000 | +17.0% | 19,437 | -2.7% | 0.12% | -2.4% |
| Q3 2020 | $1,041,000 | -99.9% | 19,968 | +0.9% | 0.12% | +0.8% |
| Q2 2020 | $973,112,000 | +123391.4% | 19,790 | +5.3% | 0.12% | +2.5% |
| Q1 2020 | $788,000 | -42.4% | 18,787 | -23.5% | 0.12% | -32.2% |
| Q4 2019 | $1,368,000 | -0.7% | 24,567 | -7.8% | 0.18% | -6.8% |
| Q3 2019 | $1,377,000 | +3.2% | 26,658 | +5.4% | 0.19% | +1.6% |
| Q2 2019 | $1,334,000 | -11.5% | 25,301 | -12.9% | 0.19% | -15.8% |
| Q1 2019 | $1,508,000 | – | 29,061 | – | 0.22% | – |
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% |