VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $708,123 | -24.1% | 13,231 | -20.5% | 0.05% | -21.5% |
| Q2 2023 | $932,947 | +10.0% | 16,636 | +8.3% | 0.06% | +3.2% |
| Q1 2023 | $847,915 | +4.7% | 15,358 | -1.9% | 0.06% | 0.0% |
| Q4 2022 | $809,883 | +42.1% | 15,659 | +25.6% | 0.06% | +34.0% |
| Q3 2022 | $570,000 | -12.7% | 12,464 | -1.5% | 0.05% | -9.6% |
| Q2 2022 | $653,000 | -19.3% | 12,659 | -6.6% | 0.05% | -3.7% |
| Q1 2022 | $809,000 | +9.9% | 13,549 | +17.0% | 0.05% | +12.5% |
| Q4 2021 | $736,000 | +33.8% | 11,581 | +33.1% | 0.05% | +29.7% |
| Q3 2021 | $550,000 | +3.6% | 8,701 | +7.6% | 0.04% | -2.6% |
| Q2 2021 | $531,000 | +15.2% | 8,089 | +10.1% | 0.04% | +5.6% |
| Q1 2021 | $461,000 | -3.6% | 7,346 | -7.5% | 0.04% | -7.7% |
| Q4 2020 | $478,000 | +24.5% | 7,941 | +7.8% | 0.04% | 0.0% |
| Q3 2020 | $384,000 | +6.1% | 7,368 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $362,000 | – | 7,368 | – | 0.04% | – |
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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% |