VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,053,191 | -5.7% | 748,378 | -1.2% | 0.49% | +1.9% |
| Q2 2023 | $42,488,507 | -7.2% | 757,641 | -8.7% | 0.48% | -12.4% |
| Q1 2023 | $45,803,265 | -5.1% | 829,619 | -11.1% | 0.55% | -7.9% |
| Q4 2022 | $48,246,899 | +608.6% | 932,848 | +527.1% | 0.59% | +538.7% |
| Q3 2022 | $6,809,000 | +8.7% | 148,760 | +22.5% | 0.09% | +13.4% |
| Q2 2022 | $6,265,000 | +19.8% | 121,398 | +38.6% | 0.08% | +36.7% |
| Q1 2022 | $5,231,000 | -49.0% | 87,569 | -45.8% | 0.06% | -46.4% |
| Q4 2021 | $10,266,000 | +143.3% | 161,498 | +142.2% | 0.11% | +124.0% |
| Q3 2021 | $4,219,000 | -51.8% | 66,687 | -6.1% | 0.05% | -3.8% |
| Q2 2021 | $8,756,000 | +117.6% | 71,042 | +10.7% | 0.05% | +2.0% |
| Q1 2021 | $4,023,000 | +4.2% | 64,164 | 0.0% | 0.05% | -7.3% |
| Q4 2020 | $3,860,000 | +15.5% | 64,164 | +0.1% | 0.06% | +3.8% |
| Q3 2020 | $3,342,000 | -18.7% | 64,069 | -23.4% | 0.05% | -25.4% |
| Q2 2020 | $4,112,000 | -62.1% | 83,619 | -67.7% | 0.07% | -67.9% |
| Q1 2020 | $10,862,000 | -33.8% | 258,859 | -12.1% | 0.22% | -16.9% |
| Q4 2019 | $16,402,000 | +7.8% | 294,524 | 0.0% | 0.27% | -0.4% |
| Q3 2019 | $15,215,000 | -3.2% | 294,524 | -1.2% | 0.27% | -5.3% |
| Q2 2019 | $15,718,000 | -0.9% | 297,974 | -2.5% | 0.28% | -4.1% |
| Q1 2019 | $15,862,000 | -69.9% | 305,630 | -72.6% | 0.29% | -73.8% |
| Q4 2018 | $52,677,000 | – | 1,115,555 | – | 1.12% | – |
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% |