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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $371,000 | -85.4% | 5,837 | -88.6% | 0.02% | -93.4% |
| Q1 2017 | $2,546,000 | -30.2% | 51,242 | -35.5% | 0.38% | -34.8% |
| Q4 2016 | $3,645,000 | -82.8% | 79,450 | -81.5% | 0.58% | -67.8% |
| Q3 2016 | $21,152,000 | +212.3% | 429,327 | +181.9% | 1.80% | +57.6% |
| Q2 2016 | $6,774,000 | -8.8% | 152,286 | -7.9% | 1.14% | -10.1% |
| Q1 2016 | $7,426,000 | -9.5% | 165,307 | -9.2% | 1.27% | -12.3% |
| Q4 2015 | $8,208,000 | -29.1% | 181,956 | -30.4% | 1.45% | -35.1% |
| Q3 2015 | $11,582,000 | -18.8% | 261,333 | -7.8% | 2.23% | -10.8% |
| Q2 2015 | $14,259,000 | +10.6% | 283,310 | +10.7% | 2.50% | +8.3% |
| Q1 2015 | $12,890,000 | – | 256,005 | – | 2.31% | – |
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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% |