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 | $389,572 | -4.6% | 7,279 | 0.0% | 0.17% | +3.1% |
| Q2 2023 | $408,206 | +1.6% | 7,279 | 0.0% | 0.16% | -4.1% |
| Q1 2023 | $401,874 | +6.7% | 7,279 | 0.0% | 0.17% | -1.2% |
| Q4 2022 | $376,470 | +13.1% | 7,279 | 0.0% | 0.17% | +2.4% |
| Q3 2022 | $333,000 | -11.4% | 7,279 | 0.0% | 0.17% | -6.2% |
| Q2 2022 | $376,000 | -13.6% | 7,279 | 0.0% | 0.18% | -4.8% |
| Q1 2022 | $435,000 | -8.4% | 7,279 | -2.7% | 0.19% | -24.3% |
| Q4 2021 | $475,000 | +0.4% | 7,478 | 0.0% | 0.25% | -7.5% |
| Q3 2021 | $473,000 | -3.7% | 7,478 | 0.0% | 0.27% | -0.7% |
| Q2 2021 | $491,000 | +4.7% | 7,478 | 0.0% | 0.27% | -9.1% |
| Q1 2021 | $469,000 | +4.2% | 7,478 | 0.0% | 0.30% | -2.0% |
| Q4 2020 | $450,000 | +15.4% | 7,478 | 0.0% | 0.30% | -1.6% |
| Q3 2020 | $390,000 | +6.0% | 7,478 | 0.0% | 0.31% | -3.5% |
| Q2 2020 | $368,000 | +17.2% | 7,478 | 0.0% | 0.32% | +1.6% |
| Q1 2020 | $314,000 | -38.3% | 7,478 | -18.2% | 0.31% | -30.4% |
| Q4 2019 | $509,000 | – | 9,140 | – | 0.45% | – |
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% |