VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,092,357 | -5.6% | 40,542 | +3.2% | 0.11% | -1.7% |
| Q2 2023 | $2,217,608 | +7.4% | 39,284 | +7.0% | 0.12% | -5.0% |
| Q1 2023 | $2,065,421 | +83.6% | 36,725 | +81.9% | 0.12% | +75.4% |
| Q4 2022 | $1,125,214 | +5.7% | 20,190 | -7.1% | 0.07% | -9.2% |
| Q3 2022 | $1,065,000 | -6.6% | 21,729 | +2.0% | 0.08% | -8.4% |
| Q2 2022 | $1,140,000 | -11.2% | 21,305 | -10.5% | 0.08% | -15.3% |
| Q1 2022 | $1,284,000 | -36.7% | 23,801 | -27.9% | 0.10% | -31.9% |
| Q4 2021 | $2,027,000 | -4.3% | 33,016 | +2.3% | 0.14% | -3.4% |
| Q3 2021 | $2,119,000 | -49.4% | 32,274 | -50.0% | 0.15% | -3.9% |
| Q2 2021 | $4,184,000 | +102.0% | 64,574 | +103.3% | 0.16% | -9.4% |
| Q1 2021 | $2,071,000 | +6.3% | 31,761 | +2.4% | 0.17% | -7.6% |
| Q4 2020 | $1,948,000 | +8016.7% | 31,023 | +6918.8% | 0.18% | +4525.0% |
| Q3 2017 | $24,000 | -73.6% | 442 | -77.7% | 0.00% | -87.9% |
| Q4 2016 | $91,000 | -2.2% | 1,980 | 0.0% | 0.03% | -10.8% |
| Q3 2016 | $93,000 | +5.7% | 1,980 | 0.0% | 0.04% | -11.9% |
| Q2 2016 | $88,000 | -1.1% | 1,980 | 0.0% | 0.04% | -8.7% |
| Q1 2016 | $89,000 | – | 1,980 | – | 0.05% | – |
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% |