VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $946,433 | -2.2% | 17,684 | +2.5% | 0.07% | +1.4% |
| Q2 2023 | $967,282 | -31.1% | 17,248 | -32.2% | 0.07% | -31.0% |
| Q1 2023 | $1,403,895 | -0.5% | 25,428 | -6.7% | 0.10% | -7.4% |
| Q4 2022 | $1,410,263 | +4.3% | 27,267 | -7.7% | 0.11% | -4.4% |
| Q3 2022 | $1,352,000 | -24.3% | 29,533 | -14.7% | 0.11% | -20.4% |
| Q2 2022 | $1,787,000 | +36.6% | 34,631 | +58.2% | 0.14% | +61.4% |
| Q1 2022 | $1,308,000 | -18.1% | 21,889 | -12.9% | 0.09% | -15.4% |
| Q4 2021 | $1,598,000 | -0.5% | 25,133 | -1.0% | 0.10% | -9.6% |
| Q3 2021 | $1,606,000 | +7.0% | 25,388 | +11.1% | 0.12% | -2.5% |
| Q2 2021 | $1,501,000 | +7.8% | 22,856 | +3.0% | 0.12% | -11.9% |
| Q1 2021 | $1,392,000 | +12.1% | 22,194 | +7.5% | 0.13% | +3.9% |
| Q4 2020 | $1,242,000 | -67.2% | 20,639 | -71.6% | 0.13% | -55.5% |
| Q3 2020 | $3,790,000 | +236.3% | 72,654 | +217.1% | 0.29% | +71.6% |
| Q2 2020 | $1,127,000 | -10.0% | 22,911 | +1.9% | 0.17% | +7.0% |
| Q4 2019 | $1,252,000 | – | 22,476 | – | 0.16% | – |
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% |