VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,738 | -4.1% | 1,060 | +0.6% | 0.01% | 0.0% |
| Q2 2023 | $59,137 | +4.2% | 1,054 | +2.6% | 0.01% | 0.0% |
| Q1 2023 | $56,755 | +138326.8% | 1,027 | +30.3% | 0.01% | +25.0% |
| Q4 2022 | $41 | -99.9% | 788 | +1.2% | 0.00% | 0.0% |
| Q3 2022 | $36,000 | -5.3% | 779 | +6.4% | 0.00% | 0.0% |
| Q2 2022 | $38,000 | -11.6% | 732 | +1.1% | 0.00% | 0.0% |
| Q1 2022 | $43,000 | -6.5% | 724 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $46,000 | +2.2% | 723 | +1.5% | 0.00% | 0.0% |
| Q3 2021 | $45,000 | -4.3% | 712 | +0.6% | 0.00% | -20.0% |
| Q2 2021 | $47,000 | -16.1% | 708 | -21.2% | 0.01% | -16.7% |
| Q1 2021 | $56,000 | +3.7% | 899 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $54,000 | +980.0% | 896 | +929.9% | 0.01% | +500.0% |
| Q2 2017 | $5,000 | – | 87 | – | 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% |