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 | $11,905 | -35.2% | 222,444 | -32.0% | 0.04% | -38.4% |
| Q2 2023 | $18,358 | +2.9% | 327,353 | +1.3% | 0.07% | -9.9% |
| Q1 2023 | $17,836 | +7.4% | 323,065 | +0.6% | 0.08% | -2.4% |
| Q4 2022 | $16,605 | -99.8% | 321,053 | +72.0% | 0.08% | +62.7% |
| Q3 2022 | $8,543,000 | -4.0% | 186,643 | +8.3% | 0.05% | -5.6% |
| Q2 2022 | $8,896,000 | -16.1% | 172,374 | -2.8% | 0.05% | -12.9% |
| Q1 2022 | $10,598,000 | -2.8% | 177,401 | +3.4% | 0.06% | -7.5% |
| Q4 2021 | $10,905,000 | +1.5% | 171,546 | +1.0% | 0.07% | -10.7% |
| Q3 2021 | $10,748,000 | -4.6% | 169,907 | -0.9% | 0.08% | -13.8% |
| Q2 2021 | $11,266,000 | +77.9% | 171,534 | +69.8% | 0.09% | +50.0% |
| Q1 2021 | $6,333,000 | +11.0% | 101,009 | +6.5% | 0.06% | -18.3% |
| Q4 2020 | $5,706,000 | -0.3% | 94,850 | -13.5% | 0.07% | -17.4% |
| Q3 2020 | $5,723,000 | +9.5% | 109,704 | +3.2% | 0.09% | -9.5% |
| Q2 2020 | $5,228,000 | -26.6% | 106,334 | -37.4% | 0.10% | -39.5% |
| Q1 2020 | $7,125,000 | -36.7% | 169,815 | -15.9% | 0.16% | -30.2% |
| Q4 2019 | $11,252,000 | -2.8% | 202,039 | -9.9% | 0.22% | -17.3% |
| Q3 2019 | $11,579,000 | -9.0% | 224,145 | -7.1% | 0.27% | -19.3% |
| Q2 2019 | $12,724,000 | +328.6% | 241,222 | +314.2% | 0.34% | +426.6% |
| Q1 2019 | $2,969,000 | – | 58,236 | – | 0.06% | – |
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% |