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 | $4,990,209 | +4.7% | 93,240 | +9.7% | 0.10% | +6.2% |
| Q2 2023 | $4,765,411 | +15.4% | 84,975 | +13.6% | 0.10% | 0.0% |
| Q1 2023 | $4,128,334 | +12.4% | 74,775 | +5.3% | 0.10% | -6.8% |
| Q4 2022 | $3,671,303 | +10.0% | 70,984 | -2.7% | 0.10% | +12.0% |
| Q3 2022 | $3,338,000 | -15.5% | 72,930 | -4.7% | 0.09% | -23.3% |
| Q2 2022 | $3,950,000 | +10.3% | 76,533 | +27.7% | 0.12% | +41.2% |
| Q1 2022 | $3,581,000 | -14.6% | 59,947 | -9.2% | 0.08% | -12.4% |
| Q4 2021 | $4,195,000 | +168.4% | 65,986 | +167.0% | 0.10% | +131.0% |
| Q3 2021 | $1,563,000 | -6.1% | 24,711 | -2.5% | 0.04% | -14.3% |
| Q2 2021 | $1,664,000 | +89.3% | 25,342 | +80.8% | 0.05% | +36.1% |
| Q1 2021 | $879,000 | +38.4% | 14,017 | +32.8% | 0.04% | +28.6% |
| Q4 2020 | $635,000 | +50.8% | 10,557 | +30.8% | 0.03% | +21.7% |
| Q3 2020 | $421,000 | +35.8% | 8,074 | +28.1% | 0.02% | +15.0% |
| Q2 2020 | $310,000 | – | 6,302 | – | 0.02% | – |
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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% |