VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,537,377 | +1.6% | 27,414 | 0.0% | 0.77% | +7.1% |
| Q1 2023 | $1,513,527 | +102581.6% | 27,414 | -3.8% | 0.72% | -13.9% |
| Q4 2022 | $1,474 | -99.9% | 28,492 | -0.6% | 0.83% | +0.7% |
| Q3 2022 | $1,313,000 | -11.9% | 28,678 | -0.7% | 0.83% | -18.0% |
| Q2 2022 | $1,490,000 | -13.6% | 28,872 | 0.0% | 1.01% | -37.2% |
| Q1 2022 | $1,725,000 | -6.1% | 28,872 | -0.1% | 1.60% | +34.0% |
| Q4 2021 | $1,837,000 | -2.5% | 28,892 | -3.0% | 1.20% | -14.4% |
| Q3 2021 | $1,885,000 | -14.7% | 29,792 | -11.5% | 1.40% | -3.6% |
| Q2 2021 | $2,211,000 | +8.0% | 33,658 | +3.0% | 1.45% | -9.4% |
| Q1 2021 | $2,048,000 | +4.2% | 32,663 | 0.0% | 1.60% | -2.2% |
| Q4 2020 | $1,965,000 | +13.6% | 32,663 | -1.4% | 1.64% | -2.3% |
| Q3 2020 | $1,729,000 | – | 33,142 | – | 1.68% | – |
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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% |