VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,232 | -4.3% | 23,003 | 0.0% | 0.08% | -2.6% |
| Q2 2023 | $1,288 | +32.1% | 23,003 | +30.3% | 0.08% | +25.8% |
| Q1 2023 | $975 | +7.3% | 17,648 | 0.0% | 0.06% | +1.6% |
| Q4 2022 | $909 | -99.9% | 17,648 | -45.8% | 0.06% | -43.5% |
| Q3 2022 | $1,492,000 | +1123.0% | 32,549 | +1281.5% | 0.11% | +1100.0% |
| Q2 2022 | $122,000 | -13.5% | 2,356 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $141,000 | -6.0% | 2,356 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $150,000 | +0.7% | 2,356 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $149,000 | -3.9% | 2,356 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $155,000 | +4.7% | 2,356 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $148,000 | -72.4% | 2,356 | -80.2% | 0.01% | -91.0% |
| Q4 2015 | $536,000 | – | 11,890 | – | 0.11% | – |
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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% |