VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,659 | -4.6% | 386 | 0.0% | 0.00% | – |
| Q2 2023 | $21,647 | +1.6% | 386 | 0.0% | 0.00% | – |
| Q1 2023 | $21,311 | +6.7% | 386 | 0.0% | 0.00% | – |
| Q4 2022 | $19,964 | +10.9% | 386 | 0.0% | 0.00% | – |
| Q3 2022 | $18,000 | -92.1% | 386 | -91.3% | 0.00% | – |
| Q2 2022 | $228,000 | -13.6% | 4,425 | 0.0% | 0.00% | – |
| Q1 2022 | $264,000 | -6.0% | 4,425 | 0.0% | 0.00% | – |
| Q4 2021 | $281,000 | +0.4% | 4,425 | 0.0% | 0.00% | – |
| Q3 2021 | $280,000 | -71.0% | 4,425 | -69.9% | 0.00% | – |
| Q2 2021 | $967,000 | -12.6% | 14,721 | -16.6% | 0.00% | -100.0% |
| Q1 2021 | $1,106,000 | +203.8% | 17,646 | +191.9% | 0.00% | – |
| Q4 2020 | $364,000 | +20.5% | 6,045 | +4.4% | 0.00% | – |
| Q3 2020 | $302,000 | +6.0% | 5,790 | 0.0% | 0.00% | – |
| Q2 2020 | $285,000 | -45.0% | 5,790 | -53.1% | 0.00% | – |
| Q1 2020 | $518,000 | -64.1% | 12,333 | -52.3% | 0.00% | -100.0% |
| Q4 2019 | $1,441,000 | +34.8% | 25,880 | +25.0% | 0.00% | 0.0% |
| Q3 2019 | $1,069,000 | +2.4% | 20,700 | +4.5% | 0.00% | 0.0% |
| Q2 2019 | $1,044,000 | +1.7% | 19,800 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,027,000 | +14.1% | 19,800 | +3.9% | 0.00% | 0.0% |
| Q4 2018 | $900,000 | +11150.0% | 19,062 | +13046.2% | 0.00% | – |
| Q3 2018 | $8,000 | -94.1% | 145 | -94.2% | 0.00% | – |
| Q2 2018 | $136,000 | +177.6% | 2,508 | +144.7% | 0.00% | – |
| Q4 2014 | $49,000 | -56.6% | 1,025 | -53.9% | 0.00% | – |
| Q3 2014 | $113,000 | -26.1% | 2,225 | -21.2% | 0.00% | – |
| Q2 2014 | $153,000 | +4.1% | 2,825 | 0.0% | 0.00% | – |
| Q1 2014 | $147,000 | 0.0% | 2,825 | 0.0% | 0.00% | – |
| Q4 2013 | $147,000 | -47.9% | 2,825 | -50.0% | 0.00% | – |
| Q3 2013 | $282,000 | – | 5,650 | – | 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% |