VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,318,758 | +15.3% | 846,132 | +20.6% | 4.59% | +13.8% |
| Q2 2023 | $39,321,208 | +21.1% | 701,440 | +19.3% | 4.04% | +8.8% |
| Q1 2023 | $32,467,780 | +34.6% | 588,078 | +26.1% | 3.71% | +20.5% |
| Q4 2022 | $24,120,456 | +26.9% | 466,366 | +12.3% | 3.08% | +7.4% |
| Q3 2022 | $19,004,000 | +9.7% | 415,213 | +23.7% | 2.86% | +3.1% |
| Q2 2022 | $17,321,000 | +39.9% | 335,613 | +62.0% | 2.78% | +33.0% |
| Q1 2022 | $12,378,000 | +44.5% | 207,194 | +53.8% | 2.09% | +37.7% |
| Q4 2021 | $8,566,000 | +60.0% | 134,737 | +59.2% | 1.52% | +22.6% |
| Q3 2021 | $5,354,000 | -3.0% | 84,627 | +0.7% | 1.24% | -8.6% |
| Q2 2021 | $5,519,000 | +12.6% | 84,017 | +7.9% | 1.35% | +3.0% |
| Q1 2021 | $4,902,000 | +59.6% | 77,861 | +53.8% | 1.32% | +39.0% |
| Q4 2020 | $3,071,000 | +37.0% | 50,634 | +18.8% | 0.95% | +17.1% |
| Q3 2020 | $2,242,000 | +12.0% | 42,626 | +5.6% | 0.81% | +4.7% |
| Q2 2020 | $2,002,000 | +12.5% | 40,357 | -3.6% | 0.77% | -1.9% |
| Q1 2020 | $1,779,000 | -5.3% | 41,883 | +24.5% | 0.79% | +9.9% |
| Q4 2019 | $1,878,000 | +26.2% | 33,653 | +17.1% | 0.72% | +13.8% |
| Q3 2019 | $1,488,000 | -2.3% | 28,746 | -0.4% | 0.63% | -1.3% |
| Q2 2019 | $1,523,000 | +43.7% | 28,871 | +41.4% | 0.64% | +39.7% |
| Q1 2019 | $1,060,000 | +17.1% | 20,417 | +6.5% | 0.46% | +4.3% |
| Q4 2018 | $905,000 | -6.4% | 19,167 | +7.2% | 0.44% | -5.4% |
| Q3 2018 | $967,000 | +1.0% | 17,872 | 0.0% | 0.46% | -5.1% |
| Q2 2018 | $957,000 | -5.2% | 17,872 | -1.5% | 0.49% | -7.8% |
| Q1 2018 | $1,010,000 | +2.9% | 18,150 | +8.3% | 0.53% | +10.2% |
| Q4 2017 | $982,000 | +5.5% | 16,760 | -1.0% | 0.48% | +1.3% |
| Q3 2017 | $931,000 | +5.9% | 16,937 | 0.0% | 0.47% | +1.3% |
| Q2 2017 | $879,000 | -10.5% | 16,937 | +1.1% | 0.47% | -4.5% |
| Q1 2017 | $982,000 | +18.6% | 16,760 | -4.3% | 0.49% | +8.9% |
| Q4 2016 | $828,000 | -3.2% | 17,513 | -3.3% | 0.45% | -4.3% |
| Q3 2016 | $855,000 | +11.6% | 18,109 | +5.2% | 0.47% | +11.4% |
| Q2 2016 | $766,000 | +15.7% | 17,222 | +16.8% | 0.42% | +12.6% |
| Q1 2016 | $662,000 | -2.5% | 14,741 | -2.1% | 0.37% | -8.1% |
| Q4 2015 | $679,000 | +12.8% | 15,053 | +10.9% | 0.41% | +6.3% |
| Q3 2015 | $602,000 | +16.0% | 13,579 | +31.8% | 0.38% | +14.7% |
| Q2 2015 | $519,000 | +80.2% | 10,304 | +80.0% | 0.33% | +85.6% |
| Q1 2015 | $288,000 | +39.8% | 5,726 | +34.3% | 0.18% | +34.3% |
| Q4 2014 | $206,000 | – | 4,265 | – | 0.13% | – |
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% |