VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $92 | -31.3% | 1,673 | -35.7% | 0.00% | – |
| Q4 2022 | $134 | -99.9% | 2,600 | +55.2% | 0.00% | – |
| Q1 2022 | $100,000 | -58.0% | 1,675 | -55.4% | 0.00% | – |
| Q4 2021 | $238,000 | +170.5% | 3,759 | +178.9% | 0.00% | – |
| Q3 2021 | $88,000 | -7.4% | 1,348 | -6.9% | 0.00% | – |
| Q2 2021 | $95,000 | -2.1% | 1,448 | -6.5% | 0.00% | – |
| Q1 2021 | $97,000 | +781.8% | 1,548 | +626.8% | 0.00% | – |
| Q2 2019 | $11,000 | +22.2% | 213 | +22.4% | 0.00% | – |
| Q3 2018 | $9,000 | -94.7% | 174 | -94.5% | 0.00% | -100.0% |
| Q2 2018 | $171,000 | +163.1% | 3,169 | +173.7% | 0.00% | -66.7% |
| Q1 2018 | $65,000 | +103.1% | 1,158 | +100.3% | 0.00% | +200.0% |
| Q4 2017 | $32,000 | -75.8% | 578 | -76.1% | 0.00% | -80.0% |
| Q3 2017 | $132,000 | +23.4% | 2,420 | +17.2% | 0.01% | 0.0% |
| Q2 2017 | $107,000 | +970.0% | 2,065 | +842.9% | 0.01% | +400.0% |
| Q4 2016 | $10,000 | +400.0% | 219 | +253.2% | 0.00% | – |
| Q4 2015 | $2,000 | – | 62 | – | 0.00% | – |
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% |