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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,198,002 | +6.1% | 21,699 | -0.6% | 0.24% | +0.8% |
| Q4 2022 | $1,129,513 | +12.6% | 21,839 | -0.3% | 0.24% | -2.1% |
| Q3 2022 | $1,003,000 | -19.2% | 21,909 | -8.9% | 0.24% | -13.6% |
| Q2 2022 | $1,241,000 | -13.6% | 24,038 | 0.0% | 0.28% | 0.0% |
| Q1 2022 | $1,436,000 | -1.2% | 24,038 | +5.1% | 0.28% | -4.1% |
| Q4 2021 | $1,454,000 | -43.6% | 22,876 | -43.9% | 0.29% | -51.7% |
| Q3 2021 | $2,580,000 | -3.7% | 40,782 | 0.0% | 0.60% | -2.9% |
| Q2 2021 | $2,679,000 | -3.6% | 40,782 | -8.0% | 0.62% | -22.0% |
| Q1 2021 | $2,779,000 | +4.2% | 44,319 | 0.0% | 0.80% | -2.7% |
| Q4 2020 | $2,666,000 | +15.5% | 44,319 | +0.2% | 0.82% | -2.9% |
| Q3 2020 | $2,308,000 | +31.6% | 44,236 | +24.0% | 0.84% | +19.5% |
| Q2 2020 | $1,754,000 | – | 35,674 | – | 0.70% | – |
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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% |