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 | $494 | -99.9% | 9,234 | +24.9% | 0.01% | +14.3% |
| Q4 2022 | $382,000 | -99.9% | 7,394 | +6.7% | 0.01% | +16.7% |
| Q3 2022 | $317,000,000 | +99585.5% | 6,929 | +12.6% | 0.01% | 0.0% |
| Q2 2022 | $318,000 | -15.9% | 6,152 | -2.8% | 0.01% | -14.3% |
| Q1 2022 | $378,000 | -99.9% | 6,332 | +30.7% | 0.01% | +40.0% |
| Q4 2021 | $308,000,000 | +110691.4% | 4,845 | +10.4% | 0.01% | -16.7% |
| Q3 2021 | $278,000 | +28.1% | 4,389 | +32.6% | 0.01% | +20.0% |
| Q2 2021 | $217,000 | -3.1% | 3,309 | -17.6% | 0.01% | -44.4% |
| Q4 2019 | $224,000 | -84.1% | 4,018 | -85.2% | 0.01% | -94.2% |
| Q2 2017 | $1,406,000 | +362.5% | 27,147 | +298.5% | 0.15% | +196.2% |
| Q2 2016 | $304,000 | – | 6,813 | – | 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% |