VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 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 | $113 | -5.0% | 2,114 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $119 | 0.0% | 2,114 | 0.0% | 0.02% | -4.8% |
Q1 2023 | $119 | +3.5% | 2,114 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $115 | -99.9% | 2,114 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $99,000 | -9.2% | 2,114 | 0.0% | 0.02% | -8.7% |
Q2 2022 | $109,000 | -13.5% | 2,114 | 0.0% | 0.02% | -4.2% |
Q1 2022 | $126,000 | -6.0% | 2,114 | 0.0% | 0.02% | -4.0% |
Q4 2021 | $134,000 | 0.0% | 2,114 | 0.0% | 0.02% | +4.2% |
Q3 2021 | $134,000 | -3.6% | 2,114 | 0.0% | 0.02% | -4.0% |
Q2 2021 | $139,000 | +4.5% | 2,114 | 0.0% | 0.02% | -3.8% |
Q1 2021 | $133,000 | +4.7% | 2,114 | 0.0% | 0.03% | -3.7% |
Q4 2020 | $127,000 | +15.5% | 2,114 | 0.0% | 0.03% | +8.0% |
Q3 2020 | $110,000 | +5.8% | 2,114 | 0.0% | 0.02% | +4.2% |
Q2 2020 | $104,000 | +16.9% | 2,114 | 0.0% | 0.02% | -4.0% |
Q1 2020 | $89,000 | -57.4% | 2,114 | -43.6% | 0.02% | -51.9% |
Q4 2019 | $209,000 | +1.5% | 3,746 | -5.8% | 0.05% | -7.1% |
Q3 2019 | $206,000 | -5.9% | 3,978 | -4.4% | 0.06% | -6.7% |
Q2 2019 | $219,000 | -50.3% | 4,161 | -51.0% | 0.06% | -52.4% |
Q1 2019 | $441,000 | +10.0% | 8,499 | +0.0% | 0.13% | -3.1% |
Q4 2018 | $401,000 | -17.1% | 8,496 | -5.3% | 0.13% | -22.6% |
Q3 2018 | $484,000 | -47.1% | 8,968 | -47.0% | 0.17% | -51.9% |
Q2 2018 | $915,000 | -28.7% | 16,915 | -25.4% | 0.35% | -26.8% |
Q1 2018 | $1,283,000 | -0.6% | 22,679 | -0.2% | 0.48% | +6.2% |
Q4 2017 | $1,291,000 | +47.9% | 22,720 | +42.4% | 0.45% | +50.7% |
Q3 2017 | $873,000 | +40.4% | 15,952 | +33.3% | 0.30% | +33.6% |
Q2 2017 | $622,000 | +1843.8% | 11,965 | +1602.0% | 0.22% | +1073.7% |
Q4 2015 | $32,000 | – | 703 | – | 0.02% | – |
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% |