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 | $14,457,529 | -1.3% | 270,127 | +3.4% | 1.71% | +0.3% |
| Q2 2023 | $14,651,349 | +4.3% | 261,258 | +2.7% | 1.71% | -4.6% |
| Q1 2023 | $14,045,479 | -8.4% | 254,401 | -14.2% | 1.79% | -17.7% |
| Q4 2022 | $15,326,564 | +17.4% | 296,338 | +3.9% | 2.17% | +4.8% |
| Q3 2022 | $13,054,000 | -7.6% | 285,211 | +4.2% | 2.07% | -7.7% |
| Q2 2022 | $14,124,000 | -27.7% | 273,660 | -16.3% | 2.24% | -16.3% |
| Q1 2022 | $19,539,000 | -1.1% | 327,066 | +5.2% | 2.68% | -1.5% |
| Q4 2021 | $19,762,000 | +6.6% | 310,876 | +6.1% | 2.72% | -5.2% |
| Q3 2021 | $18,539,000 | +51.2% | 293,057 | +57.0% | 2.87% | +45.3% |
| Q2 2021 | $12,262,000 | +10.5% | 186,696 | +5.5% | 1.98% | +0.1% |
| Q1 2021 | $11,094,000 | +11.2% | 176,943 | +6.7% | 1.98% | +1.6% |
| Q4 2020 | $9,978,000 | +20.8% | 165,860 | +4.8% | 1.94% | +1.6% |
| Q3 2020 | $8,257,000 | – | 158,266 | – | 1.91% | – |
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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% |