VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,156,449 | -0.1% | 58,977 | +4.7% | 0.00% | 0.0% |
| Q2 2023 | $3,159,322 | +43.7% | 56,336 | +41.5% | 0.00% | – |
| Q1 2023 | $2,198,848 | +3.6% | 39,827 | -2.9% | 0.00% | – |
| Q4 2022 | $2,122,434 | -74.0% | 41,037 | -77.0% | 0.00% | -100.0% |
| Q3 2022 | $8,160,000 | -12.1% | 178,292 | -0.9% | 0.00% | 0.0% |
| Q2 2022 | $9,288,000 | -59.7% | 179,968 | -53.4% | 0.00% | -50.0% |
| Q1 2022 | $23,074,000 | -24.8% | 386,248 | -19.9% | 0.00% | -20.0% |
| Q4 2021 | $30,668,000 | +2.6% | 482,430 | +2.1% | 0.01% | 0.0% |
| Q3 2021 | $29,877,000 | +26.7% | 472,290 | +31.5% | 0.01% | +25.0% |
| Q2 2021 | $23,583,000 | +1.9% | 359,065 | -2.7% | 0.00% | 0.0% |
| Q1 2021 | $23,146,000 | +3.3% | 369,150 | -0.9% | 0.00% | 0.0% |
| Q4 2020 | $22,403,000 | +15.9% | 372,386 | +0.5% | 0.00% | 0.0% |
| Q3 2020 | $19,323,000 | +6.2% | 370,381 | +0.1% | 0.00% | 0.0% |
| Q2 2020 | $18,193,000 | +29.9% | 370,005 | +10.8% | 0.00% | 0.0% |
| Q1 2020 | $14,007,000 | -21.0% | 333,815 | +4.9% | 0.00% | 0.0% |
| Q4 2019 | $17,727,000 | +4.9% | 318,308 | -2.7% | 0.00% | 0.0% |
| Q3 2019 | $16,892,000 | +93.5% | 326,977 | +97.6% | 0.00% | +100.0% |
| Q2 2019 | $8,730,000 | +13.7% | 165,507 | +11.8% | 0.00% | 0.0% |
| Q1 2019 | $7,681,000 | -45.8% | 148,008 | -50.7% | 0.00% | -50.0% |
| Q4 2018 | $14,179,000 | -11.0% | 300,270 | +1.8% | 0.00% | 0.0% |
| Q3 2018 | $15,930,000 | -0.2% | 294,993 | +0.0% | 0.00% | 0.0% |
| Q2 2018 | $15,958,000 | -4.5% | 294,973 | -0.2% | 0.00% | 0.0% |
| Q1 2018 | $16,711,000 | +0.2% | 295,514 | +0.7% | 0.00% | 0.0% |
| Q4 2017 | $16,679,000 | +2.8% | 293,591 | -1.0% | 0.00% | 0.0% |
| Q3 2017 | $16,225,000 | +6.6% | 296,460 | +1.2% | 0.00% | 0.0% |
| Q2 2017 | $15,219,000 | +3.3% | 292,850 | -1.3% | 0.00% | 0.0% |
| Q1 2017 | $14,739,000 | +8.6% | 296,680 | +0.3% | 0.00% | 0.0% |
| Q4 2016 | $13,575,000 | -22.9% | 295,872 | -20.7% | 0.00% | -20.0% |
| Q3 2016 | $17,603,000 | +30.0% | 372,874 | +22.5% | 0.01% | +25.0% |
| Q2 2016 | $13,541,000 | +1.8% | 304,433 | +2.8% | 0.00% | 0.0% |
| Q1 2016 | $13,308,000 | +7.0% | 296,265 | +7.4% | 0.00% | 0.0% |
| Q4 2015 | $12,441,000 | -1.5% | 275,798 | -3.2% | 0.00% | 0.0% |
| Q3 2015 | $12,627,000 | -3.8% | 284,897 | +9.3% | 0.00% | 0.0% |
| Q2 2015 | $13,125,000 | +4.6% | 260,769 | +4.7% | 0.00% | 0.0% |
| Q1 2015 | $12,542,000 | +4.6% | 249,093 | +0.4% | 0.00% | 0.0% |
| Q4 2014 | $11,994,000 | -5.1% | 248,122 | +0.1% | 0.00% | 0.0% |
| Q3 2014 | $12,642,000 | -5.8% | 247,878 | +0.2% | 0.00% | 0.0% |
| Q2 2014 | $13,424,000 | +4.2% | 247,264 | +0.2% | 0.00% | 0.0% |
| Q1 2014 | $12,887,000 | +4.3% | 246,884 | +4.7% | 0.00% | 0.0% |
| Q4 2013 | $12,350,000 | +5.7% | 235,769 | +1.2% | 0.00% | 0.0% |
| Q3 2013 | $11,681,000 | +10.0% | 232,915 | +0.2% | 0.00% | 0.0% |
| Q2 2013 | $10,615,000 | – | 232,367 | – | 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% |