VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 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 | $507,556 | -4.1% | 9,483 | +0.5% | 0.15% | -0.7% |
| Q2 2023 | $529,343 | +1.8% | 9,439 | +0.2% | 0.15% | -3.2% |
| Q1 2023 | $520,089 | +7.8% | 9,420 | +1.0% | 0.16% | +3.3% |
| Q4 2022 | $482,537 | +14.1% | 9,330 | +1.1% | 0.15% | +7.1% |
| Q3 2022 | $423,000 | -10.8% | 9,233 | +0.5% | 0.14% | -13.0% |
| Q2 2022 | $474,000 | -18.7% | 9,185 | -5.9% | 0.16% | -5.8% |
| Q1 2022 | $583,000 | -1.2% | 9,758 | +5.2% | 0.17% | -5.0% |
| Q4 2021 | $590,000 | +5.2% | 9,277 | +4.7% | 0.18% | -3.2% |
| Q3 2021 | $561,000 | -3.8% | 8,862 | -0.1% | 0.19% | -3.1% |
| Q2 2021 | $583,000 | +9.6% | 8,871 | +4.6% | 0.19% | +7.2% |
| Q1 2021 | $532,000 | +4.5% | 8,478 | +0.1% | 0.18% | -1.1% |
| Q4 2020 | $509,000 | +33.9% | 8,468 | +16.2% | 0.18% | +18.2% |
| Q3 2020 | $380,000 | +16.6% | 7,285 | +9.9% | 0.15% | +9.2% |
| Q2 2020 | $326,000 | +17.3% | 6,628 | -0.1% | 0.14% | +1.4% |
| Q1 2020 | $278,000 | -31.7% | 6,636 | -9.2% | 0.14% | -15.2% |
| Q4 2019 | $407,000 | – | 7,311 | – | 0.16% | – |
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% |