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 | $880,725 | +10.6% | 16,456 | +15.8% | 0.31% | +9.2% |
| Q2 2023 | $796,616 | +12.0% | 14,205 | +10.3% | 0.28% | +8.0% |
| Q1 2023 | $711,326 | +31.5% | 12,884 | +23.2% | 0.26% | +25.2% |
| Q4 2022 | $540,784 | -99.9% | 10,456 | -13.0% | 0.21% | -9.5% |
| Q3 2022 | $550,201,000 | +5.4% | 12,021 | +18.9% | 0.23% | +10.0% |
| Q2 2022 | $521,880,000 | -26.1% | 10,112 | -16.0% | 0.21% | -15.6% |
| Q1 2022 | $706,243,000 | +10.8% | 12,039 | +20.1% | 0.25% | +15.7% |
| Q4 2021 | $637,226,000 | +86.5% | 10,024 | +85.6% | 0.22% | +68.8% |
| Q3 2021 | $341,604,000 | -1.0% | 5,400 | +2.8% | 0.13% | -5.9% |
| Q2 2021 | $345,017,000 | +67.1% | 5,253 | +59.5% | 0.14% | +60.0% |
| Q1 2021 | $206,534,000 | +212.9% | 3,294 | +200.3% | 0.08% | +174.2% |
| Q4 2020 | $65,996,000 | +15.3% | 1,097 | 0.0% | 0.03% | +3.3% |
| Q3 2020 | $57,230,000 | +6.1% | 1,097 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $53,939,000 | +173896.8% | 1,097 | +49.7% | 0.03% | +42.9% |
| Q1 2020 | $31,000 | -24.4% | 733 | 0.0% | 0.02% | -4.5% |
| Q4 2019 | $41,000 | – | 733 | – | 0.02% | – |
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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% |