VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,834,762 | -7.8% | 71,651 | -3.4% | 1.99% | -5.8% |
| Q2 2023 | $4,159,510 | +3.9% | 74,171 | +2.3% | 2.11% | -5.8% |
| Q1 2023 | $4,003,332 | +38.1% | 72,511 | +29.3% | 2.24% | +19.0% |
| Q4 2022 | $2,899,475 | +5.9% | 56,061 | -6.3% | 1.88% | -6.3% |
| Q3 2022 | $2,738,000 | -12.2% | 59,831 | -0.9% | 2.01% | -24.5% |
| Q2 2022 | $3,117,000 | -16.5% | 60,397 | -3.3% | 2.66% | -15.9% |
| Q1 2022 | $3,732,000 | -8.2% | 62,472 | -2.3% | 3.16% | -16.4% |
| Q4 2021 | $4,066,000 | -0.6% | 63,957 | -1.1% | 3.78% | -5.9% |
| Q3 2021 | $4,089,000 | -4.2% | 64,641 | -0.5% | 4.02% | -8.6% |
| Q2 2021 | $4,267,000 | +5.5% | 64,961 | +0.7% | 4.40% | -13.0% |
| Q1 2021 | $4,043,000 | +4.3% | 64,486 | +0.1% | 5.06% | -2.2% |
| Q4 2020 | $3,876,000 | -11.1% | 64,436 | -22.9% | 5.18% | -21.2% |
| Q3 2020 | $4,359,000 | -2.6% | 83,553 | -8.2% | 6.57% | -9.7% |
| Q2 2020 | $4,476,000 | +17.1% | 91,033 | -0.1% | 7.28% | +1.4% |
| Q1 2020 | $3,824,000 | -31.2% | 91,133 | -8.6% | 7.18% | +0.8% |
| Q4 2019 | $5,556,000 | – | 99,758 | – | 7.12% | – |
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% |