VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,104,487 | -4.6% | 20,637 | 0.0% | 0.52% | +0.2% |
| Q2 2023 | $1,157,314 | -7.4% | 20,637 | -8.8% | 0.52% | -11.1% |
| Q1 2023 | $1,249,556 | +12.4% | 22,637 | +5.3% | 0.58% | +12.3% |
| Q4 2022 | $1,112,127 | +19.1% | 21,503 | +5.3% | 0.52% | +7.9% |
| Q3 2022 | $934,000 | -8.8% | 20,415 | +2.9% | 0.48% | -0.6% |
| Q2 2022 | $1,024,000 | -10.3% | 19,849 | +3.8% | 0.48% | -1.8% |
| Q1 2022 | $1,142,000 | +133.1% | 19,116 | +147.6% | 0.49% | +158.6% |
| Q4 2021 | $490,000 | +2.9% | 7,719 | +2.7% | 0.19% | -5.0% |
| Q3 2021 | $476,000 | +9.4% | 7,519 | +13.5% | 0.20% | +10.4% |
| Q2 2021 | $435,000 | +27.9% | 6,625 | +22.1% | 0.18% | +23.0% |
| Q1 2021 | $340,000 | +250.5% | 5,425 | +202.2% | 0.15% | +202.0% |
| Q3 2018 | $97,000 | – | 1,795 | – | 0.05% | – |
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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% |