VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,244,340 | -5.1% | 23,250 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $1,311,765 | -2.0% | 23,250 | -4.1% | 0.10% | -5.8% |
| Q1 2023 | $1,338,843 | +1.9% | 24,250 | -4.5% | 0.10% | -1.0% |
| Q4 2022 | $1,313,688 | +13.9% | 25,400 | +0.8% | 0.10% | +2.9% |
| Q3 2022 | $1,153,000 | +17.5% | 25,200 | +32.6% | 0.10% | +22.9% |
| Q2 2022 | $981,000 | -22.8% | 19,000 | -10.6% | 0.08% | -13.5% |
| Q1 2022 | $1,270,000 | +14.9% | 21,262 | +22.4% | 0.10% | +17.1% |
| Q4 2021 | $1,105,000 | +6.9% | 17,375 | +6.3% | 0.08% | 0.0% |
| Q3 2021 | $1,034,000 | -1.6% | 16,350 | +2.2% | 0.08% | -1.2% |
| Q2 2021 | $1,051,000 | +11.7% | 16,000 | +6.7% | 0.08% | +5.1% |
| Q1 2021 | $941,000 | +4.3% | 15,000 | 0.0% | 0.08% | -2.5% |
| Q4 2020 | $902,000 | +15.2% | 15,000 | 0.0% | 0.08% | +1.2% |
| Q3 2020 | $783,000 | +6.1% | 15,000 | 0.0% | 0.08% | -2.4% |
| Q2 2020 | $738,000 | +17.3% | 15,000 | 0.0% | 0.08% | -2.4% |
| Q1 2020 | $629,000 | – | 15,000 | – | 0.08% | – |
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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% |