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 | $830,260 | +23.2% | 15,513 | +29.1% | 0.03% | +23.1% |
| Q2 2023 | $673,791 | +29.6% | 12,014 | +27.6% | 0.03% | +23.8% |
| Q1 2023 | $519,868 | +3.6% | 9,416 | -2.9% | 0.02% | -16.0% |
| Q4 2022 | $501,745 | +19.7% | 9,701 | +5.9% | 0.02% | +13.6% |
| Q3 2022 | $419,000 | -11.4% | 9,157 | 0.0% | 0.02% | -8.3% |
| Q2 2022 | $473,000 | -20.5% | 9,157 | -8.1% | 0.02% | -4.0% |
| Q1 2022 | $595,000 | -1.3% | 9,964 | +5.0% | 0.02% | -3.8% |
| Q4 2021 | $603,000 | +11960.0% | 9,491 | +9204.9% | 0.03% | +1200.0% |
| Q3 2020 | $5,000 | – | 102 | – | 0.00% | – |
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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% |