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 | $8,454,066 | -0.3% | 157,961 | +4.5% | 3.39% | +5.4% |
| Q2 2023 | $8,480,827 | +7.0% | 151,227 | +5.3% | 3.22% | +2.0% |
| Q1 2023 | $7,927,145 | +3.1% | 143,582 | +17.1% | 3.15% | -4.8% |
| Q4 2022 | $7,687,000 | +12.7% | 122,606 | -17.8% | 3.31% | +1.5% |
| Q3 2022 | $6,823,000 | -8.7% | 149,067 | +3.0% | 3.27% | -4.4% |
| Q2 2022 | $7,471,000 | -16.5% | 144,763 | -3.3% | 3.42% | +1.1% |
| Q1 2022 | $8,948,000 | -6.1% | 149,779 | -0.0% | 3.38% | +0.7% |
| Q4 2021 | $9,525,000 | +11.2% | 149,840 | +14.9% | 3.36% | -1.7% |
| Q2 2021 | $8,567,000 | +11.4% | 130,436 | +6.4% | 3.42% | +3.1% |
| Q1 2021 | $7,687,000 | +644.1% | 122,606 | +614.1% | 3.31% | +451.4% |
| Q4 2020 | $1,033,000 | +50.1% | 17,169 | +30.3% | 0.60% | +31.2% |
| Q3 2020 | $688,000 | +8.9% | 13,181 | +2.6% | 0.46% | +0.4% |
| Q2 2020 | $632,000 | +14.1% | 12,850 | +29.3% | 0.46% | +11.2% |
| Q1 2020 | $554,000 | 0.0% | 9,940 | 0.0% | 0.41% | +1.5% |
| Q4 2019 | $554,000 | – | 9,940 | – | 0.40% | – |
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% |