VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 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 | $590,306 | -4.5% | 11,030 | +0.1% | 0.19% | -3.1% |
| Q2 2023 | $618,066 | +78.3% | 11,022 | +75.5% | 0.19% | -17.9% |
| Q1 2023 | $346,658 | +10.1% | 6,279 | -8.9% | 0.23% | -2.5% |
| Q3 2022 | $315,000 | -11.3% | 6,891 | +0.1% | 0.24% | -8.0% |
| Q2 2022 | $355,000 | -56.2% | 6,886 | -49.2% | 0.26% | +4.4% |
| Q1 2022 | $810,000 | +87.9% | 13,556 | +100.0% | 0.25% | -8.8% |
| Q4 2021 | $431,000 | -51.0% | 6,777 | -51.3% | 0.27% | -8.1% |
| Q3 2021 | $880,000 | +89.7% | 13,924 | +97.2% | 0.30% | -8.0% |
| Q2 2021 | $464,000 | +5.0% | 7,060 | +0.1% | 0.32% | -0.9% |
| Q1 2021 | $442,000 | +4.2% | 7,054 | +0.0% | 0.33% | +3.2% |
| Q4 2020 | $424,000 | +15.5% | 7,052 | +0.1% | 0.32% | +8.2% |
| Q3 2020 | $367,000 | +15.8% | 7,045 | -45.3% | 0.29% | +12.3% |
| Q2 2020 | $317,000 | -3.4% | 12,876 | +64.7% | 0.26% | -18.2% |
| Q1 2020 | $328,000 | -40.9% | 7,819 | -21.7% | 0.32% | -27.0% |
| Q4 2019 | $555,000 | – | 9,989 | – | 0.44% | – |
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% |