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 | $780 | -7.6% | 14,572 | -3.2% | 0.11% | -1.8% |
| Q2 2023 | $844 | +17.5% | 15,059 | +15.8% | 0.11% | +12.4% |
| Q1 2023 | $718 | -100.0% | 12,999 | -53.7% | 0.10% | -54.5% |
| Q4 2021 | $1,786,000 | +111.4% | 28,090 | +110.2% | 0.21% | +76.0% |
| Q3 2021 | $845,000 | +16.7% | 13,361 | +21.3% | 0.12% | +13.1% |
| Q2 2021 | $724,000 | +8.5% | 11,016 | +3.5% | 0.11% | -10.8% |
| Q1 2021 | $667,000 | +7.4% | 10,641 | +3.2% | 0.12% | -12.4% |
| Q4 2020 | $621,000 | +20.6% | 10,316 | +4.6% | 0.14% | -17.5% |
| Q3 2020 | $515,000 | +63.0% | 9,867 | +53.4% | 0.17% | +38.3% |
| Q2 2020 | $316,000 | +42.3% | 6,431 | +21.7% | 0.12% | +1.7% |
| Q1 2020 | $222,000 | -33.1% | 5,283 | -11.5% | 0.12% | -12.6% |
| Q4 2019 | $332,000 | +23.9% | 5,967 | +15.0% | 0.14% | -19.2% |
| Q3 2019 | $268,000 | -0.4% | 5,187 | +1.7% | 0.17% | -3.5% |
| Q2 2019 | $269,000 | +6.3% | 5,101 | +4.6% | 0.17% | -10.4% |
| Q1 2019 | $253,000 | -15.1% | 4,875 | -22.7% | 0.19% | -33.0% |
| Q4 2018 | $298,000 | -4.5% | 6,306 | +9.1% | 0.29% | +24.1% |
| Q3 2018 | $312,000 | +5.4% | 5,782 | +5.8% | 0.23% | -9.0% |
| Q2 2018 | $296,000 | +16.5% | 5,466 | +21.7% | 0.26% | +4.9% |
| Q1 2018 | $254,000 | -4.9% | 4,490 | -4.5% | 0.24% | -12.9% |
| Q4 2017 | $267,000 | -76.5% | 4,701 | -78.5% | 0.28% | -21.4% |
| Q2 2017 | $1,138,000 | – | 21,898 | – | 0.36% | – |
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% |