VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,967,895 | -12.0% | 335,723 | -7.8% | 5.01% | +1.0% |
| Q2 2023 | $20,428,430 | +102339.2% | 364,273 | +0.9% | 4.96% | -10.7% |
| Q1 2023 | $19,942 | +6.8% | 361,100 | 0.0% | 5.56% | +3.8% |
| Q4 2022 | $18,665 | -99.9% | 361,100 | 0.0% | 5.36% | +0.2% |
| Q3 2022 | $16,515,000 | -11.2% | 361,100 | 0.0% | 5.35% | -5.1% |
| Q2 2022 | $18,600,000 | -13.8% | 361,100 | 0.0% | 5.64% | -0.4% |
| Q1 2022 | $21,573,000 | -6.0% | 361,100 | 0.0% | 5.66% | -4.9% |
| Q4 2021 | $22,955,000 | -1.8% | 361,100 | 0.0% | 5.95% | -9.7% |
| Q3 2021 | $23,374,000 | -1.4% | 361,100 | 0.0% | 6.59% | -0.4% |
| Q2 2021 | $23,717,000 | +4.8% | 361,100 | 0.0% | 6.62% | +4.0% |
| Q1 2021 | $22,641,000 | +4.2% | 361,100 | 0.0% | 6.36% | -6.7% |
| Q4 2020 | $21,724,000 | +15.3% | 361,100 | 0.0% | 6.82% | +5.5% |
| Q3 2020 | $18,838,000 | +6.1% | 361,100 | 0.0% | 6.46% | -2.5% |
| Q2 2020 | $17,755,000 | – | 361,100 | – | 6.63% | – |
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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% |