VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $77,737 | +6.3% | 1,393 | 0.0% | 0.04% | -5.0% |
| Q3 2023 | $73,146 | -5.7% | 1,393 | +0.1% | 0.04% | -9.1% |
| Q2 2023 | $77,564 | +1.5% | 1,391 | +0.4% | 0.04% | -4.3% |
| Q1 2023 | $76,382 | +5.9% | 1,385 | 0.0% | 0.05% | -6.1% |
| Q4 2022 | $72,106 | -64.7% | 1,385 | -67.2% | 0.05% | -66.7% |
| Q3 2022 | $204,000 | -8.9% | 4,226 | 0.0% | 0.15% | -4.5% |
| Q2 2022 | $224,000 | -10.8% | 4,226 | +0.1% | 0.15% | -5.5% |
| Q1 2022 | $251,000 | +14.6% | 4,220 | +22.7% | 0.16% | +14.0% |
| Q4 2021 | $219,000 | -26.3% | 3,440 | -25.1% | 0.14% | -33.8% |
| Q3 2021 | $297,000 | -0.7% | 4,590 | 0.0% | 0.22% | -4.8% |
| Q2 2021 | $299,000 | +16.8% | 4,590 | +14.6% | 0.23% | +7.6% |
| Q1 2021 | $256,000 | +652.9% | 4,006 | +599.1% | 0.21% | +539.4% |
| Q4 2020 | $34,000 | +13.3% | 573 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $30,000 | +3.4% | 573 | +0.4% | 0.03% | +3.1% |
| Q2 2020 | $29,000 | +20.8% | 571 | +0.4% | 0.03% | +6.7% |
| Q1 2020 | $24,000 | -25.0% | 569 | 0.0% | 0.03% | -3.2% |
| Q4 2019 | $32,000 | – | 569 | – | 0.03% | – |
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% |