VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 248 filers reported holding VANGUARD STAR FDS in Q4 2016. The put-call ratio across all filers is 74.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,795,603 | +368.0% | 276,450 | +382.7% | 0.08% | +372.2% |
| Q2 2023 | $3,161,765 | 0.0% | 57,268 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $3,161,765 | +8.1% | 57,268 | +1.3% | 0.02% | +5.9% |
| Q4 2022 | $2,925,023 | +65.8% | 56,555 | +46.6% | 0.02% | +54.5% |
| Q3 2022 | $1,764,000 | -15.7% | 38,568 | -4.9% | 0.01% | -8.3% |
| Q2 2022 | $2,092,000 | -35.4% | 40,558 | -25.2% | 0.01% | -25.0% |
| Q1 2022 | $3,239,000 | +25.9% | 54,244 | +34.0% | 0.02% | +33.3% |
| Q4 2021 | $2,573,000 | +20.2% | 40,487 | +19.6% | 0.01% | +9.1% |
| Q3 2021 | $2,140,000 | +19.8% | 33,852 | +24.4% | 0.01% | +22.2% |
| Q2 2021 | $1,787,000 | +17.7% | 27,214 | +12.3% | 0.01% | +12.5% |
| Q1 2021 | $1,518,000 | +15.8% | 24,224 | +11.1% | 0.01% | +14.3% |
| Q4 2020 | $1,311,000 | +6.5% | 21,801 | -7.7% | 0.01% | 0.0% |
| Q3 2020 | $1,231,000 | +6.1% | 23,611 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $1,160,000 | -53.8% | 23,611 | -47.6% | 0.01% | -36.4% |
| Q1 2020 | $2,511,000 | 0.0% | 45,098 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $2,511,000 | +84.1% | 45,098 | +70.7% | 0.01% | +83.3% |
| Q3 2019 | $1,364,000 | +11.4% | 26,427 | +13.8% | 0.01% | +20.0% |
| Q2 2019 | $1,224,000 | +39.7% | 23,229 | +37.4% | 0.01% | +25.0% |
| Q1 2019 | $876,000 | -10.6% | 16,905 | -18.6% | 0.00% | -20.0% |
| Q4 2018 | $980,000 | -15.9% | 20,769 | -3.7% | 0.01% | 0.0% |
| Q3 2018 | $1,165,000 | +319.1% | 21,575 | +340.3% | 0.01% | +400.0% |
| Q1 2018 | $278,000 | 0.0% | 4,900 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $278,000 | +3.7% | 4,900 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $268,000 | +509.1% | 4,900 | +444.4% | 0.00% | – |
| Q2 2017 | $44,000 | 0.0% | 900 | 0.0% | 0.00% | – |
| Q1 2017 | $44,000 | +7.3% | 900 | 0.0% | 0.00% | – |
| Q4 2016 | $41,000 | -2.4% | 900 | 0.0% | 0.00% | – |
| Q3 2016 | $42,000 | -51.2% | 900 | -53.8% | 0.00% | -100.0% |
| Q2 2016 | $86,000 | -18.9% | 1,950 | -7.8% | 0.00% | 0.0% |
| Q2 2015 | $106,000 | +15.2% | 2,116 | +15.3% | 0.00% | 0.0% |
| Q1 2015 | $92,000 | -32.4% | 1,836 | -35.3% | 0.00% | 0.0% |
| Q4 2014 | $136,000 | +46.2% | 2,836 | +54.5% | 0.00% | 0.0% |
| Q3 2014 | $93,000 | – | 1,836 | – | 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% |