VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,934 | -10.7% | 4,763 | -4.0% | 0.03% | -3.1% |
| Q2 2023 | $285,560 | +1.6% | 4,960 | -0.9% | 0.03% | -5.9% |
| Q1 2023 | $281,036 | +10.9% | 5,006 | +2.1% | 0.03% | +3.0% |
| Q4 2022 | $253,507 | +23.1% | 4,902 | +9.2% | 0.03% | -2.9% |
| Q3 2022 | $206,000 | -6.4% | 4,488 | +5.5% | 0.03% | +3.0% |
| Q2 2022 | $220,000 | -6.0% | 4,254 | +9.0% | 0.03% | +10.0% |
| Q1 2022 | $234,000 | -0.8% | 3,903 | +5.1% | 0.03% | -3.2% |
| Q4 2021 | $236,000 | +0.9% | 3,714 | +0.3% | 0.03% | 0.0% |
| Q3 2021 | $234,000 | -2.5% | 3,704 | +1.3% | 0.03% | -6.1% |
| Q2 2021 | $240,000 | +1.3% | 3,656 | -3.3% | 0.03% | -2.9% |
| Q1 2021 | $237,000 | -13.5% | 3,780 | -16.8% | 0.03% | -22.7% |
| Q4 2020 | $274,000 | -14.1% | 4,546 | -25.7% | 0.04% | -4.3% |
| Q3 2020 | $319,000 | +4.6% | 6,120 | -1.3% | 0.05% | +21.1% |
| Q2 2020 | $305,000 | +24.0% | 6,201 | +5.5% | 0.04% | -5.0% |
| Q1 2020 | $246,000 | -20.1% | 5,880 | +6.4% | 0.04% | +42.9% |
| Q4 2019 | $308,000 | +12.0% | 5,527 | +3.8% | 0.03% | -22.2% |
| Q3 2019 | $275,000 | -4.5% | 5,324 | -2.6% | 0.04% | -10.0% |
| Q2 2019 | $288,000 | +6.7% | 5,465 | +5.2% | 0.04% | +5.3% |
| Q1 2019 | $270,000 | – | 5,194 | – | 0.04% | – |
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% |