VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 425 filers reported holding VANGUARD STAR FDS in Q3 2019. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $28,979,921 | +530.8% | 518,981 | +550.9% | 0.01% | +400.0% |
Q2 2023 | $4,594,484 | -90.5% | 79,738 | -91.4% | 0.00% | -90.5% |
Q4 2022 | $48,357,757 | +1047.3% | 932,108 | +1001.2% | 0.02% | +950.0% |
Q3 2022 | $4,215,000 | +21.3% | 84,642 | +27.6% | 0.00% | 0.0% |
Q2 2022 | $3,475,000 | -11.1% | 66,347 | +3.4% | 0.00% | 0.0% |
Q1 2022 | $3,909,000 | +94.5% | 64,175 | +103.6% | 0.00% | +100.0% |
Q4 2021 | $2,010,000 | +0.4% | 31,517 | +0.2% | 0.00% | 0.0% |
Q3 2021 | $2,002,000 | -2.1% | 31,449 | +1.7% | 0.00% | 0.0% |
Q2 2021 | $2,045,000 | +118.2% | 30,925 | +111.7% | 0.00% | 0.0% |
Q1 2021 | $937,000 | -70.5% | 14,607 | -71.5% | 0.00% | -50.0% |
Q4 2020 | $3,178,000 | +14.8% | 51,294 | -2.3% | 0.00% | 0.0% |
Q3 2020 | $2,769,000 | +18.4% | 52,486 | +13.9% | 0.00% | 0.0% |
Q2 2020 | $2,339,000 | +59.4% | 46,090 | +29.8% | 0.00% | 0.0% |
Q1 2020 | $1,467,000 | -3.9% | 35,507 | +29.5% | 0.00% | +100.0% |
Q4 2019 | $1,527,000 | +10.1% | 27,429 | +2.2% | 0.00% | 0.0% |
Q3 2019 | $1,387,000 | +8.7% | 26,843 | +11.0% | 0.00% | 0.0% |
Q2 2019 | $1,276,000 | +92.5% | 24,177 | +89.5% | 0.00% | 0.0% |
Q1 2019 | $663,000 | +22.3% | 12,758 | +11.3% | 0.00% | 0.0% |
Q4 2018 | $542,000 | -31.2% | 11,462 | -21.5% | 0.00% | 0.0% |
Q3 2018 | $788,000 | +10.5% | 14,593 | +10.8% | 0.00% | 0.0% |
Q2 2018 | $713,000 | +140.1% | 13,172 | +151.1% | 0.00% | – |
Q1 2018 | $297,000 | +58.8% | 5,246 | +59.3% | 0.00% | – |
Q4 2017 | $187,000 | +25.5% | 3,293 | +21.5% | 0.00% | – |
Q3 2017 | $149,000 | -48.1% | 2,711 | -50.8% | 0.00% | – |
Q2 2017 | $287,000 | +2770.0% | 5,510 | +2574.8% | 0.00% | – |
Q1 2017 | $10,000 | -98.4% | 206 | -98.5% | 0.00% | -100.0% |
Q4 2016 | $621,000 | -11.9% | 13,670 | -8.5% | 0.00% | 0.0% |
Q3 2016 | $705,000 | +43.3% | 14,942 | +35.1% | 0.00% | 0.0% |
Q2 2016 | $492,000 | -98.3% | 11,058 | -98.3% | 0.00% | -96.8% |
Q1 2016 | $28,968,000 | -3.3% | 644,862 | -2.9% | 0.03% | -13.9% |
Q4 2015 | $29,955,000 | -18.0% | 664,028 | -19.5% | 0.04% | -28.0% |
Q3 2015 | $36,541,000 | -13.4% | 824,471 | -1.6% | 0.05% | +2.0% |
Q2 2015 | $42,174,000 | +12.8% | 837,951 | +12.9% | 0.05% | +14.0% |
Q1 2015 | $37,372,000 | +25.5% | 742,257 | +20.5% | 0.04% | +26.5% |
Q4 2014 | $29,784,000 | +10.8% | 616,130 | +16.9% | 0.03% | +13.3% |
Q3 2014 | $26,891,000 | +4.7% | 527,256 | +11.4% | 0.03% | +3.4% |
Q2 2014 | $25,693,000 | +7.7% | 473,249 | +3.5% | 0.03% | -6.5% |
Q1 2014 | $23,860,000 | +5.9% | 457,092 | +6.3% | 0.03% | 0.0% |
Q4 2013 | $22,521,000 | +15.8% | 429,950 | +10.9% | 0.03% | +3.3% |
Q3 2013 | $19,449,000 | +21.9% | 387,805 | +11.1% | 0.03% | +7.1% |
Q2 2013 | $15,949,000 | – | 349,155 | – | 0.03% | – |
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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% |