VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14,898 | -0.6% | 278,361 | +4.2% | 9.88% | +1.8% |
Q2 2023 | $14,986 | +5.4% | 267,233 | +3.7% | 9.71% | -1.9% |
Q1 2023 | $14,224 | +14.0% | 257,633 | +6.8% | 9.90% | +6.6% |
Q4 2022 | $12,475 | -99.9% | 241,200 | +7.6% | 9.29% | +12.0% |
Q3 2022 | $10,263,000 | +10.3% | 224,240 | +1128.7% | 8.29% | +14.7% |
Q2 2022 | $9,303,000 | -16.1% | 18,250 | -89.9% | 7.23% | +3.0% |
Q1 2022 | $11,090,000 | +3.2% | 180,610 | +6.8% | 7.02% | -5.1% |
Q4 2021 | $10,751,000 | +6.1% | 169,122 | +5.6% | 7.40% | -1.3% |
Q3 2021 | $10,132,000 | +2.2% | 160,172 | +6.1% | 7.50% | +3.1% |
Q2 2021 | $9,914,000 | +26.1% | 150,957 | +20.3% | 7.27% | +11.1% |
Q1 2021 | $7,865,000 | +22.5% | 125,432 | +17.5% | 6.55% | +7.8% |
Q4 2020 | $6,420,000 | +51.9% | 106,710 | +31.7% | 6.07% | +35.6% |
Q3 2020 | $4,227,000 | +84.1% | 81,020 | +73.5% | 4.48% | +60.5% |
Q2 2020 | $2,296,000 | +183.8% | 46,697 | +142.3% | 2.79% | +131.8% |
Q1 2020 | $809,000 | +154.4% | 19,272 | +236.8% | 1.20% | +281.9% |
Q4 2019 | $318,000 | – | 5,722 | – | 0.32% | – |
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% |