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 | $14,732,825 | -10.3% | 275,277 | -6.0% | 0.85% | -6.3% |
| Q2 2023 | $16,418,652 | +0.0% | 292,772 | -1.5% | 0.90% | -5.0% |
| Q1 2023 | $16,412,663 | +6.7% | 297,277 | 0.0% | 0.95% | +1.2% |
| Q4 2022 | $15,375,166 | +15.7% | 297,277 | +2.4% | 0.94% | +4.1% |
| Q3 2022 | $13,292,000 | -11.3% | 290,398 | 0.0% | 0.90% | -5.2% |
| Q2 2022 | $14,987,000 | -35.3% | 290,398 | -25.1% | 0.95% | -24.8% |
| Q1 2022 | $23,161,000 | -4.2% | 387,689 | +1.9% | 1.27% | +1.2% |
| Q4 2021 | $24,179,000 | -0.1% | 380,360 | -0.6% | 1.25% | -7.2% |
| Q3 2021 | $24,200,000 | -1.1% | 382,550 | +2.7% | 1.35% | -1.4% |
| Q2 2021 | $24,463,000 | +4.5% | 372,456 | -0.3% | 1.37% | -2.4% |
| Q1 2021 | $23,420,000 | +4.6% | 373,523 | +0.3% | 1.40% | -2.8% |
| Q4 2020 | $22,396,000 | +35.5% | 372,280 | +17.5% | 1.44% | +20.4% |
| Q3 2020 | $16,529,000 | +2.8% | 316,837 | -3.1% | 1.20% | -2.0% |
| Q2 2020 | $16,072,000 | +310.2% | 326,867 | +250.1% | 1.22% | +257.6% |
| Q1 2020 | $3,918,000 | -66.6% | 93,376 | -55.6% | 0.34% | -57.5% |
| Q4 2019 | $11,715,000 | +8.3% | 210,362 | +0.5% | 0.80% | +0.6% |
| Q3 2019 | $10,813,000 | -0.5% | 209,304 | +1.6% | 0.80% | -1.4% |
| Q2 2019 | $10,866,000 | +1.7% | 205,989 | +0.1% | 0.81% | -0.5% |
| Q1 2019 | $10,684,000 | +16.4% | 205,860 | +6.0% | 0.81% | +2.5% |
| Q4 2018 | $9,175,000 | -26.7% | 194,293 | -16.1% | 0.79% | -17.5% |
| Q3 2018 | $12,511,000 | +2.9% | 231,679 | +3.1% | 0.96% | -4.4% |
| Q2 2018 | $12,162,000 | -1.7% | 224,810 | +2.8% | 1.01% | -2.7% |
| Q1 2018 | $12,368,000 | +22.8% | 218,705 | +23.4% | 1.04% | +25.6% |
| Q4 2017 | $10,069,000 | +3.1% | 177,241 | -0.7% | 0.82% | 0.0% |
| Q3 2017 | $9,766,000 | +5.2% | 178,436 | -0.1% | 0.82% | +1.5% |
| Q2 2017 | $9,282,000 | +5.6% | 178,611 | +1.0% | 0.81% | +2.9% |
| Q1 2017 | $8,786,000 | +6.9% | 176,844 | -1.3% | 0.79% | +3.4% |
| Q4 2016 | $8,219,000 | -2.0% | 179,143 | +0.8% | 0.76% | -1.4% |
| Q3 2016 | $8,387,000 | +5.0% | 177,649 | -1.1% | 0.77% | -10.1% |
| Q2 2016 | $7,986,000 | -3.6% | 179,541 | -2.7% | 0.86% | -3.4% |
| Q1 2016 | $8,288,000 | -28.9% | 184,508 | -28.6% | 0.89% | -33.5% |
| Q4 2015 | $11,652,000 | -29.6% | 258,312 | -30.8% | 1.34% | -30.3% |
| Q3 2015 | $16,544,000 | -2.9% | 373,289 | +10.3% | 1.92% | +8.5% |
| Q2 2015 | $17,035,000 | +15.7% | 338,464 | +15.7% | 1.77% | +23.5% |
| Q1 2015 | $14,729,000 | +233.6% | 292,524 | +220.3% | 1.44% | +248.3% |
| Q4 2014 | $4,415,000 | +27.5% | 91,324 | +34.5% | 0.41% | +27.6% |
| Q3 2014 | $3,463,000 | +20.7% | 67,909 | +28.5% | 0.32% | +19.2% |
| Q2 2014 | $2,868,000 | +15.3% | 52,829 | +10.9% | 0.27% | +9.3% |
| Q1 2014 | $2,487,000 | +51.8% | 47,644 | +52.4% | 0.25% | +50.3% |
| Q4 2013 | $1,638,000 | – | 31,265 | – | 0.16% | – |
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% |