VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,932,128 | -3.5% | 54,786 | +1.1% | 0.04% | -2.2% |
| Q2 2023 | $3,038,806 | +9.3% | 54,187 | +7.6% | 0.04% | +2.3% |
| Q1 2023 | $2,780,985 | -2.6% | 50,371 | -8.8% | 0.04% | -8.3% |
| Q4 2022 | $2,855,285 | +19.9% | 55,207 | +6.1% | 0.05% | +6.7% |
| Q3 2022 | $2,382,000 | -19.2% | 52,034 | -8.9% | 0.04% | -19.6% |
| Q2 2022 | $2,948,000 | +1.7% | 57,126 | +17.7% | 0.06% | +14.3% |
| Q1 2022 | $2,899,000 | -2.8% | 48,522 | +3.4% | 0.05% | +2.1% |
| Q4 2021 | $2,982,000 | +36.6% | 46,914 | +36.0% | 0.05% | +14.3% |
| Q3 2021 | $2,183,000 | +1.1% | 34,503 | +5.0% | 0.04% | -2.3% |
| Q2 2021 | $2,159,000 | +4.2% | 32,872 | -0.5% | 0.04% | -6.5% |
| Q1 2021 | $2,072,000 | +0.7% | 33,044 | -3.4% | 0.05% | -9.8% |
| Q4 2020 | $2,057,000 | – | 34,190 | – | 0.05% | – |
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% |