VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 943 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $979,415 | +102.1% | 18,300 | +111.8% | 0.00% | +100.0% |
| Q2 2023 | $484,643 | -89.3% | 8,642 | -89.5% | 0.00% | -88.2% |
| Q1 2023 | $4,534,066 | +7.2% | 82,123 | +0.4% | 0.02% | +6.2% |
| Q4 2022 | $4,231,420 | +12.4% | 81,814 | -0.5% | 0.02% | 0.0% |
| Q3 2022 | $3,763,000 | +1849.7% | 82,225 | +2094.4% | 0.02% | +1500.0% |
| Q2 2022 | $193,000 | +30.4% | 3,747 | +51.2% | 0.00% | – |
| Q1 2022 | $148,000 | -22.1% | 2,478 | -17.2% | 0.00% | -100.0% |
| Q4 2021 | $190,000 | -55.1% | 2,993 | -55.3% | 0.00% | -50.0% |
| Q3 2021 | $423,000 | +41.5% | 6,693 | +46.7% | 0.00% | +100.0% |
| Q2 2021 | $299,000 | +443.6% | 4,562 | +417.2% | 0.00% | – |
| Q1 2021 | $55,000 | -31.2% | 882 | -34.3% | 0.00% | – |
| Q4 2020 | $80,000 | +14.3% | 1,342 | 0.0% | 0.00% | – |
| Q3 2020 | $70,000 | +29.6% | 1,342 | +21.2% | 0.00% | – |
| Q2 2020 | $54,000 | +100.0% | 1,107 | +71.1% | 0.00% | – |
| Q1 2020 | $27,000 | -83.1% | 647 | -77.5% | 0.00% | -100.0% |
| Q4 2019 | $160,000 | -34.7% | 2,879 | -39.4% | 0.00% | 0.0% |
| Q3 2019 | $245,000 | -2.0% | 4,754 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $250,000 | +95.3% | 4,754 | +92.3% | 0.00% | 0.0% |
| Q1 2019 | $128,000 | +10.3% | 2,472 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $116,000 | -12.8% | 2,472 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $133,000 | +16.7% | 2,472 | +17.2% | 0.00% | 0.0% |
| Q2 2018 | $114,000 | -1.7% | 2,110 | +2.4% | 0.00% | 0.0% |
| Q1 2018 | $116,000 | +9.4% | 2,060 | +9.9% | 0.00% | 0.0% |
| Q4 2017 | $106,000 | – | 1,875 | – | 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% |