VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. 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 | $2,275,949 | -1.6% | 42,438 | +1.8% | 0.20% | +137.6% |
Q2 2023 | $2,313,822 | +30.4% | 41,698 | +21.8% | 0.08% | +19.7% |
Q2 2022 | $1,774,000 | -14.5% | 34,230 | 0.0% | 0.07% | +10.9% |
Q1 2022 | $2,076,000 | +1.2% | 34,230 | +6.2% | 0.06% | +14.3% |
Q4 2021 | $2,052,000 | +0.5% | 32,240 | 0.0% | 0.06% | -6.7% |
Q3 2021 | $2,041,000 | +11.9% | 32,240 | +16.8% | 0.06% | +13.2% |
Q2 2021 | $1,824,000 | +5.4% | 27,600 | 0.0% | 0.05% | -8.6% |
Q1 2021 | $1,731,000 | -17.7% | 27,600 | -20.5% | 0.06% | -18.3% |
Q4 2020 | $2,103,000 | +16.1% | 34,732 | 0.0% | 0.07% | +6.0% |
Q3 2020 | $1,811,000 | +5.9% | 34,732 | 0.0% | 0.07% | -42.2% |
Q2 2020 | $1,710,000 | – | 34,732 | – | 0.12% | – |
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% |