VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 2020. 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 | $14,025,450 | +71.6% | 262,060 | +79.8% | 9.41% | +100.8% |
Q2 2023 | $8,174,188 | +88.2% | 145,759 | +85.3% | 4.69% | +94.1% |
Q1 2023 | $4,342,364 | +7.2% | 78,652 | +0.5% | 2.42% | -5.0% |
Q4 2022 | $4,048,894 | +14.9% | 78,285 | +1.7% | 2.54% | +35.8% |
Q3 2022 | $3,523,000 | -0.4% | 76,965 | +12.3% | 1.87% | +0.6% |
Q2 2022 | $3,537,000 | -2.3% | 68,528 | +5.1% | 1.86% | +2.0% |
Q1 2022 | $3,619,000 | -9.6% | 65,204 | +3.5% | 1.82% | +0.3% |
Q4 2021 | $4,004,000 | +6.5% | 62,989 | +6.0% | 1.82% | +2.7% |
Q3 2021 | $3,760,000 | +204.0% | 59,436 | +215.7% | 1.77% | +210.9% |
Q2 2021 | $1,237,000 | -2.0% | 18,829 | -6.4% | 0.57% | -8.1% |
Q1 2021 | $1,262,000 | -66.0% | 20,123 | -71.7% | 0.62% | -72.2% |
Q4 2020 | $3,713,000 | 0.0% | 71,162 | 0.0% | 2.23% | 0.0% |
Q3 2020 | $3,713,000 | +3.4% | 71,162 | -2.6% | 2.23% | -4.7% |
Q2 2020 | $3,592,000 | +3.6% | 73,051 | -11.6% | 2.34% | -16.5% |
Q1 2020 | $3,468,000 | – | 82,652 | – | 2.80% | – |
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% |