VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,996 | -3.6% | 485,719 | +1.0% | 0.02% | -5.9% |
| Q2 2023 | $26,966 | +1.7% | 480,843 | +0.1% | 0.02% | +41.7% |
| Q1 2023 | $26,520 | +6.8% | 480,343 | +0.0% | 0.01% | +9.1% |
| Q4 2022 | $24,841 | -99.9% | 480,293 | -4.2% | 0.01% | -56.0% |
| Q3 2022 | $22,938,000 | -12.6% | 501,156 | -1.4% | 0.02% | +56.2% |
| Q2 2022 | $26,237,000 | -13.2% | 508,375 | +0.5% | 0.02% | -33.3% |
| Q1 2022 | $30,213,000 | -50.6% | 505,742 | -47.4% | 0.02% | +118.2% |
| Q4 2021 | $61,130,000 | +109.1% | 961,628 | +108.1% | 0.01% | -15.4% |
| Q3 2021 | $29,237,000 | -2.7% | 462,178 | +1.1% | 0.01% | -7.1% |
| Q2 2021 | $30,034,000 | +6.1% | 457,272 | +1.3% | 0.01% | -6.7% |
| Q1 2021 | $28,295,000 | +4.5% | 451,278 | +0.3% | 0.02% | +7.1% |
| Q4 2020 | $27,078,000 | +15.2% | 450,104 | -0.1% | 0.01% | 0.0% |
| Q3 2020 | $23,504,000 | +2.9% | 450,527 | -3.0% | 0.01% | -22.2% |
| Q2 2020 | $22,835,000 | +34.3% | 464,413 | +52.1% | 0.02% | +100.0% |
| Q4 2019 | $17,009,000 | +6.3% | 305,419 | -1.4% | 0.01% | -10.0% |
| Q3 2019 | $15,997,000 | -2.5% | 309,651 | -0.4% | 0.01% | 0.0% |
| Q2 2019 | $16,401,000 | +57.0% | 310,910 | +54.5% | 0.01% | +42.9% |
| Q1 2019 | $10,446,000 | +12046.5% | 201,277 | +12574.9% | 0.01% | – |
| Q3 2018 | $86,000 | -50.0% | 1,588 | -50.0% | 0.00% | – |
| Q2 2018 | $172,000 | -4.4% | 3,177 | 0.0% | 0.00% | – |
| Q1 2018 | $180,000 | 0.0% | 3,177 | 0.0% | 0.00% | – |
| Q4 2017 | $180,000 | +3.4% | 3,177 | 0.0% | 0.00% | – |
| Q3 2017 | $174,000 | -36.5% | 3,177 | -39.8% | 0.00% | – |
| Q2 2017 | $274,000 | – | 5,274 | – | 0.00% | – |
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% |