VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331,021 | -6.4% | 6,185 | -1.9% | 0.00% | 0.0% |
| Q2 2023 | $353,584 | +7.6% | 6,305 | +5.9% | 0.00% | 0.0% |
| Q1 2023 | $328,610 | +6.7% | 5,952 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $307,837 | +13.2% | 5,952 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $272,000 | -11.4% | 5,952 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $307,000 | -22.5% | 5,952 | -10.2% | 0.00% | -33.3% |
| Q1 2022 | $396,000 | -5.9% | 6,625 | 0.0% | 0.00% | +50.0% |
| Q4 2021 | $421,000 | +0.5% | 6,625 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $419,000 | -3.7% | 6,625 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $435,000 | +4.8% | 6,625 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $415,000 | +4.0% | 6,625 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $399,000 | +15.3% | 6,625 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $346,000 | +6.1% | 6,625 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $326,000 | +17.3% | 6,625 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $278,000 | -24.7% | 6,625 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $369,000 | – | 6,625 | – | 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% |