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 | $27,480,105 | +1.2% | 513,455 | +6.1% | 7.22% | +2.5% |
| Q2 2023 | $27,144,436 | +10.4% | 484,031 | +8.7% | 7.04% | -0.1% |
| Q1 2023 | $24,581,589 | +12.6% | 445,238 | +5.4% | 7.05% | +3.0% |
| Q4 2022 | $21,839,987 | +1.0% | 422,274 | -10.6% | 6.85% | -8.1% |
| Q3 2022 | $21,627,000 | -7.3% | 472,514 | +4.6% | 7.45% | -7.1% |
| Q2 2022 | $23,325,000 | -10.4% | 451,942 | +3.7% | 8.02% | +3.9% |
| Q1 2022 | $26,030,000 | +10.8% | 435,728 | +17.9% | 7.72% | +0.7% |
| Q4 2021 | $23,497,000 | +7.8% | 369,619 | +7.3% | 7.67% | -2.6% |
| Q3 2021 | $21,794,000 | -4.8% | 344,518 | -1.2% | 7.87% | -5.1% |
| Q2 2021 | $22,899,000 | +7.4% | 348,649 | +2.6% | 8.30% | -1.1% |
| Q1 2021 | $21,312,000 | +32.1% | 339,907 | +26.7% | 8.39% | +8.4% |
| Q4 2020 | $16,138,000 | +32.1% | 268,257 | +14.6% | 7.74% | +9.8% |
| Q3 2020 | $12,214,000 | +9.4% | 234,114 | +3.1% | 7.05% | +2.1% |
| Q2 2020 | $11,165,000 | +35.3% | 227,069 | +15.5% | 6.91% | +5.8% |
| Q1 2020 | $8,249,000 | -27.5% | 196,586 | -3.7% | 6.53% | -3.7% |
| Q4 2019 | $11,374,000 | – | 204,231 | – | 6.78% | – |
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% |