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 | $1,241,290 | -15.5% | 23,193 | -11.5% | 0.01% | -14.3% |
| Q2 2023 | $1,469,072 | -9.6% | 26,196 | -11.0% | 0.01% | -12.5% |
| Q1 2023 | $1,625,437 | +6.0% | 29,441 | -0.7% | 0.02% | 0.0% |
| Q4 2022 | $1,533,085 | +47.0% | 29,642 | +30.1% | 0.02% | +33.3% |
| Q3 2022 | $1,043,000 | -7.5% | 22,787 | +4.3% | 0.01% | 0.0% |
| Q2 2022 | $1,128,000 | -14.7% | 21,851 | -1.3% | 0.01% | 0.0% |
| Q1 2022 | $1,323,000 | -4.3% | 22,150 | +1.9% | 0.01% | -7.7% |
| Q4 2021 | $1,382,000 | +5.7% | 21,745 | +5.2% | 0.01% | 0.0% |
| Q3 2021 | $1,308,000 | -3.3% | 20,676 | +0.5% | 0.01% | -7.1% |
| Q2 2021 | $1,352,000 | +4.8% | 20,580 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $1,290,000 | +14233.3% | 20,580 | +9794.2% | 0.02% | – |
| Q1 2020 | $9,000 | -47.1% | 208 | -32.5% | 0.00% | – |
| Q4 2019 | $17,000 | +142.9% | 308 | +144.4% | 0.00% | – |
| Q2 2019 | $7,000 | 0.0% | 126 | 0.0% | 0.00% | – |
| Q1 2019 | $7,000 | -87.3% | 126 | -87.5% | 0.00% | -100.0% |
| Q3 2017 | $55,000 | -6.8% | 1,005 | -24.2% | 0.00% | 0.0% |
| Q2 2016 | $59,000 | – | 1,325 | – | 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% |