VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318,230 | -0.1% | 5,946 | +4.6% | 0.10% | +3.3% |
| Q2 2023 | $318,703 | +3.5% | 5,683 | +1.9% | 0.09% | +1.1% |
| Q1 2023 | $307,961 | +18.1% | 5,578 | +10.7% | 0.09% | +5.8% |
| Q4 2022 | $260,721 | +15.9% | 5,041 | +2.5% | 0.09% | -10.4% |
| Q3 2022 | $225,000 | -5.9% | 4,916 | +6.2% | 0.10% | +1.1% |
| Q2 2022 | $239,000 | -13.7% | 4,630 | 0.0% | 0.10% | +11.8% |
| Q1 2022 | $277,000 | -2.1% | 4,630 | +4.1% | 0.08% | +2.4% |
| Q4 2021 | $283,000 | +2.9% | 4,449 | +2.3% | 0.08% | -1.2% |
| Q3 2021 | $275,000 | -2.8% | 4,349 | +1.1% | 0.08% | -3.4% |
| Q2 2021 | $283,000 | +11.4% | 4,303 | +6.2% | 0.09% | +3.6% |
| Q1 2021 | $254,000 | +11.9% | 4,051 | +7.6% | 0.08% | +9.1% |
| Q4 2020 | $227,000 | – | 3,766 | – | 0.08% | – |
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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% |