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 | $350 | -4.4% | 6,535 | +0.0% | 0.12% | -8.1% |
| Q2 2023 | $366 | +1.7% | 6,533 | +0.1% | 0.14% | +1.5% |
| Q1 2023 | $360 | -0.6% | 6,529 | -6.8% | 0.13% | -6.9% |
| Q4 2022 | $362 | -96.7% | 7,003 | +2918.5% | 0.14% | +2780.0% |
| Q3 2022 | $11,000 | -8.3% | 232 | +0.4% | 0.01% | 0.0% |
| Q2 2022 | $12,000 | -14.3% | 231 | +0.9% | 0.01% | 0.0% |
| Q1 2022 | $14,000 | -6.7% | 229 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $15,000 | +7.1% | 229 | +1.3% | 0.01% | 0.0% |
| Q3 2021 | $14,000 | -6.7% | 226 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $15,000 | +7.1% | 226 | +0.9% | 0.01% | -14.3% |
| Q1 2021 | $14,000 | +7.7% | 224 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $13,000 | +8.3% | 224 | +0.9% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | +9.1% | 222 | +0.5% | 0.01% | 0.0% |
| Q2 2020 | $11,000 | +22.2% | 221 | +0.5% | 0.01% | -12.5% |
| Q1 2020 | $9,000 | -25.0% | 220 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $12,000 | -33.3% | 220 | -36.2% | 0.01% | -35.7% |
| Q3 2019 | $18,000 | 0.0% | 345 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $18,000 | 0.0% | 345 | +0.6% | 0.01% | -6.7% |
| Q1 2019 | $18,000 | – | 343 | – | 0.02% | – |
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% |