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 | $2,408,790 | +903.5% | 45,004 | +951.2% | 0.08% | +962.5% |
| Q2 2023 | $240,050 | +10.4% | 4,281 | +8.7% | 0.01% | 0.0% |
| Q1 2023 | $217,408 | +6.8% | 3,938 | +0.1% | 0.01% | +14.3% |
| Q4 2022 | $203,553 | -0.7% | 3,936 | -12.2% | 0.01% | -12.5% |
| Q3 2022 | $205,000 | -11.3% | 4,482 | +0.1% | 0.01% | -11.1% |
| Q2 2022 | $231,000 | -15.1% | 4,477 | -1.6% | 0.01% | 0.0% |
| Q1 2022 | $272,000 | -5.2% | 4,552 | +0.7% | 0.01% | 0.0% |
| Q4 2021 | $287,000 | +24.8% | 4,522 | +23.9% | 0.01% | 0.0% |
| Q3 2021 | $230,000 | +18.6% | 3,649 | +23.4% | 0.01% | +28.6% |
| Q2 2021 | $194,000 | +397.4% | 2,958 | +376.3% | 0.01% | +250.0% |
| Q1 2021 | $39,000 | +5.4% | 621 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $37,000 | +15.6% | 621 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $32,000 | +3.2% | 621 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $31,000 | -99.9% | 621 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $26,057,000 | -95.4% | 621 | -93.9% | 0.00% | -94.4% |
| Q4 2019 | $566,522,000 | +1666.0% | 10,173 | +1538.2% | 0.07% | +1700.0% |
| Q3 2019 | $32,080,000 | – | 621 | – | 0.00% | – |
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% |