VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $167,274,725 | -8.7% | 3,125,215 | -4.4% | 0.06% | -3.5% |
| Q2 2023 | $183,210,757 | +27.1% | 3,267,414 | +25.2% | 0.06% | +21.3% |
| Q1 2023 | $144,110,143 | +19.6% | 2,610,281 | +12.2% | 0.05% | +14.6% |
| Q4 2022 | $120,498,000 | +3.5% | 2,325,754 | -8.8% | 0.04% | -4.7% |
| Q3 2022 | $116,375,000 | -8.9% | 2,549,974 | +3.5% | 0.04% | -4.4% |
| Q2 2022 | $127,797,000 | -36.8% | 2,462,609 | -26.6% | 0.04% | -25.0% |
| Q1 2022 | $202,240,000 | -34.3% | 3,356,252 | -30.6% | 0.06% | -29.4% |
| Q4 2021 | $307,954,000 | +8.0% | 4,833,768 | +7.0% | 0.08% | -6.6% |
| Q3 2021 | $285,202,000 | -1.2% | 4,515,499 | +2.7% | 0.09% | +2.2% |
| Q2 2021 | $288,568,000 | +18.2% | 4,397,835 | +12.6% | 0.09% | +9.9% |
| Q1 2021 | $244,231,000 | -3.0% | 3,905,071 | -5.9% | 0.08% | -9.0% |
| Q4 2020 | $251,860,000 | +33.1% | 4,149,802 | +13.9% | 0.09% | +15.6% |
| Q3 2020 | $189,290,000 | +3.4% | 3,641,814 | +0.4% | 0.08% | -1.3% |
| Q2 2020 | $183,078,000 | +22.8% | 3,628,310 | +3.4% | 0.08% | 0.0% |
| Q1 2020 | $149,142,000 | -25.4% | 3,510,454 | -1.6% | 0.08% | -6.0% |
| Q4 2019 | $199,807,000 | +9.3% | 3,567,698 | +1.3% | 0.08% | +1.2% |
| Q3 2019 | $182,784,000 | +14.9% | 3,520,637 | +16.7% | 0.08% | +15.5% |
| Q2 2019 | $159,042,000 | +333.0% | 3,017,511 | +327.1% | 0.07% | +317.6% |
| Q1 2019 | $36,732,000 | -1.9% | 706,577 | -10.9% | 0.02% | -10.5% |
| Q4 2018 | $37,438,000 | -33.8% | 793,013 | +24.0% | 0.02% | -5.0% |
| Q3 2018 | $56,555,000 | +64.8% | 639,388 | +1.0% | 0.02% | +33.3% |
| Q2 2018 | $34,317,000 | +17.9% | 633,010 | +23.0% | 0.02% | +15.4% |
| Q1 2018 | $29,113,000 | +9.1% | 514,809 | +9.5% | 0.01% | +8.3% |
| Q4 2017 | $26,693,000 | +31.2% | 470,324 | +26.0% | 0.01% | +20.0% |
| Q3 2017 | $20,348,000 | +2.4% | 373,169 | -3.0% | 0.01% | 0.0% |
| Q2 2017 | $19,874,000 | +55.4% | 384,706 | +49.0% | 0.01% | +42.9% |
| Q1 2017 | $12,786,000 | +44.5% | 258,189 | +33.9% | 0.01% | +40.0% |
| Q4 2016 | $8,846,000 | +75.5% | 192,818 | +80.7% | 0.01% | +66.7% |
| Q3 2016 | $5,041,000 | +2.7% | 106,713 | -3.3% | 0.00% | 0.0% |
| Q2 2016 | $4,907,000 | -27.2% | 110,326 | -26.7% | 0.00% | -25.0% |
| Q1 2016 | $6,742,000 | +10.2% | 150,460 | +10.6% | 0.00% | 0.0% |
| Q4 2015 | $6,120,000 | +58.4% | 136,051 | +56.2% | 0.00% | +100.0% |
| Q3 2015 | $3,864,000 | +24.0% | 87,083 | +40.8% | 0.00% | 0.0% |
| Q2 2015 | $3,115,000 | +44.8% | 61,854 | +44.7% | 0.00% | +100.0% |
| Q1 2015 | $2,151,000 | +35.7% | 42,757 | +30.4% | 0.00% | 0.0% |
| Q4 2014 | $1,585,000 | -20.6% | 32,792 | -16.3% | 0.00% | 0.0% |
| Q3 2014 | $1,995,000 | +8.8% | 39,172 | +16.0% | 0.00% | 0.0% |
| Q2 2014 | $1,833,000 | +89.2% | 33,773 | +81.9% | 0.00% | 0.0% |
| Q1 2014 | $969,000 | +119.7% | 18,563 | +120.5% | 0.00% | – |
| Q4 2013 | $441,000 | +5.8% | 8,418 | +1.2% | 0.00% | – |
| Q3 2013 | $417,000 | +13.3% | 8,321 | +3.2% | 0.00% | – |
| Q2 2013 | $368,000 | – | 8,062 | – | 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% |