VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 148 filers reported holding VANGUARD STAR FDS in Q3 2015. The put-call ratio across all filers is 2.62 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,479 | -56.5% | 4,568 | -54.4% | 0.01% | -50.0% |
| Q2 2023 | $561,417 | +3.4% | 10,011 | +1.8% | 0.01% | 0.0% |
| Q1 2023 | $543,156 | +9.6% | 9,838 | +2.7% | 0.01% | 0.0% |
| Q4 2022 | $495,478 | +116.4% | 9,580 | +91.1% | 0.01% | +100.0% |
| Q3 2022 | $229,000 | -56.8% | 5,012 | -39.8% | 0.01% | -37.5% |
| Q4 2021 | $530,000 | +0.6% | 8,330 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $527,000 | -3.7% | 8,330 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $547,000 | +4.8% | 8,330 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $522,000 | +37.0% | 8,330 | +31.6% | 0.01% | +28.6% |
| Q4 2020 | $381,000 | -8.2% | 6,330 | -20.4% | 0.01% | -12.5% |
| Q3 2020 | $415,000 | -53.3% | 7,950 | -56.0% | 0.01% | -57.9% |
| Q2 2020 | $888,000 | +13.4% | 18,050 | -3.3% | 0.02% | -9.5% |
| Q1 2020 | $783,000 | -26.4% | 18,670 | -2.3% | 0.02% | -4.5% |
| Q4 2019 | $1,064,000 | +7.8% | 19,100 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $987,000 | -2.1% | 19,100 | 0.0% | 0.02% | -4.3% |
| Q2 2019 | $1,008,000 | +99.2% | 19,100 | +95.8% | 0.02% | +91.7% |
| Q1 2019 | $506,000 | +133.2% | 9,756 | +111.8% | 0.01% | +100.0% |
| Q4 2018 | $217,000 | -87.5% | 4,606 | -88.2% | 0.01% | -92.3% |
| Q2 2016 | $1,740,000 | -46.0% | 39,111 | -45.5% | 0.08% | -50.6% |
| Q1 2016 | $3,223,000 | -16.4% | 71,759 | -16.0% | 0.16% | -18.1% |
| Q4 2015 | $3,854,000 | -2.0% | 85,438 | -3.7% | 0.19% | -5.9% |
| Q3 2015 | $3,931,000 | +267.0% | 88,707 | +316.7% | 0.20% | +318.4% |
| Q2 2015 | $1,071,000 | -6.1% | 21,288 | -6.1% | 0.05% | -5.8% |
| Q1 2015 | $1,141,000 | +3.1% | 22,665 | -1.1% | 0.05% | 0.0% |
| Q4 2014 | $1,107,000 | -47.6% | 22,906 | -44.7% | 0.05% | -50.5% |
| Q3 2014 | $2,114,000 | +74.6% | 41,444 | +85.7% | 0.10% | +72.1% |
| Q2 2014 | $1,211,000 | +14.0% | 22,314 | +9.7% | 0.06% | +5.2% |
| Q1 2014 | $1,062,000 | +0.4% | 20,337 | +0.7% | 0.06% | +11.5% |
| Q4 2013 | $1,058,000 | +9.9% | 20,203 | +5.2% | 0.05% | 0.0% |
| Q3 2013 | $963,000 | – | 19,203 | – | 0.05% | – |
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% |