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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $702,011 | -4.2% | 13,117 | +0.3% | 0.59% | -2.6% |
Q2 2023 | $733,091 | +2.7% | 13,072 | +1.1% | 0.60% | -0.3% |
Q1 2023 | $713,731 | +64.3% | 12,928 | +53.9% | 0.61% | +51.0% |
Q4 2022 | $434,530 | +6.8% | 8,402 | -5.5% | 0.40% | -6.1% |
Q3 2022 | $407,000 | -27.3% | 8,894 | -18.0% | 0.43% | -19.5% |
Q2 2022 | $560,000 | +39.0% | 10,847 | +60.8% | 0.53% | +67.8% |
Q1 2022 | $403,000 | -5.8% | 6,746 | +0.2% | 0.32% | +0.3% |
Q4 2021 | $428,000 | +1.9% | 6,735 | +1.5% | 0.32% | -8.4% |
Q3 2021 | $420,000 | -3.2% | 6,637 | +0.6% | 0.34% | +3.0% |
Q2 2021 | $434,000 | +5.6% | 6,600 | +0.8% | 0.34% | -2.0% |
Q1 2021 | $411,000 | +4.6% | 6,550 | +0.3% | 0.34% | -3.1% |
Q4 2020 | $393,000 | +16.3% | 6,533 | +1.0% | 0.35% | -2.8% |
Q3 2020 | $338,000 | +7.0% | 6,470 | +0.7% | 0.36% | +1.1% |
Q2 2020 | $316,000 | -37.8% | 6,427 | -46.9% | 0.36% | -48.8% |
Q1 2020 | $508,000 | -24.6% | 12,097 | +0.0% | 0.70% | +1.0% |
Q4 2019 | $674,000 | – | 12,096 | – | 0.69% | – |
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% |