VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 2020. 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 | $980,548 | -5.2% | 18,321 | -0.7% | 0.56% | -7.2% |
| Q2 2023 | $1,034,835 | -3.5% | 18,453 | -5.0% | 0.60% | -12.9% |
| Q1 2023 | $1,072,609 | -56.9% | 19,427 | -59.6% | 0.69% | -57.9% |
| Q4 2022 | $2,488,027 | +171.0% | 48,105 | +139.9% | 1.63% | +137.8% |
| Q3 2022 | $918,000 | -6.6% | 20,049 | +5.3% | 0.69% | -3.4% |
| Q2 2022 | $983,000 | +21.7% | 19,048 | +40.9% | 0.71% | +40.5% |
| Q1 2022 | $808,000 | -46.0% | 13,520 | -42.6% | 0.51% | -44.3% |
| Q4 2021 | $1,497,000 | +123.8% | 23,543 | +123.4% | 0.91% | +107.1% |
| Q3 2021 | $669,000 | -3.3% | 10,539 | +0.1% | 0.44% | -3.7% |
| Q2 2021 | $692,000 | +1.9% | 10,532 | -2.7% | 0.46% | -8.6% |
| Q1 2021 | $679,000 | +7.8% | 10,828 | +3.4% | 0.50% | +6.6% |
| Q4 2020 | $630,000 | +31.2% | 10,471 | +13.9% | 0.47% | +17.3% |
| Q3 2020 | $480,000 | -2.4% | 9,197 | -8.3% | 0.40% | -9.7% |
| Q2 2020 | $492,000 | -92.2% | 10,028 | -93.4% | 0.44% | -92.5% |
| Q1 2020 | $6,330,000 | +1795.2% | 150,859 | +2413.9% | 5.87% | +1799.7% |
| Q4 2019 | $334,000 | – | 6,001 | – | 0.31% | – |
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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% |