VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,488,578 | -12.6% | 26,129 | -17.9% | 0.54% | -21.5% |
| Q3 2023 | $1,702,920 | +1.8% | 31,818 | +6.7% | 0.69% | +3.0% |
| Q2 2023 | $1,672,471 | +7.0% | 29,823 | +5.3% | 0.67% | +0.6% |
| Q1 2023 | $1,563,067 | +8.3% | 28,311 | +1.4% | 0.67% | +0.1% |
| Q4 2022 | $1,443,769 | +13.4% | 27,915 | +0.4% | 0.67% | +0.3% |
| Q3 2022 | $1,273,000 | -14.5% | 27,810 | -3.6% | 0.66% | -13.9% |
| Q2 2022 | $1,489,000 | -4.9% | 28,842 | +10.0% | 0.77% | +6.9% |
| Q1 2022 | $1,566,000 | +37.9% | 26,214 | +46.7% | 0.72% | +30.1% |
| Q4 2021 | $1,136,000 | +1.0% | 17,871 | +0.5% | 0.56% | -7.5% |
| Q3 2021 | $1,125,000 | -1.9% | 17,777 | +1.8% | 0.60% | -14.0% |
| Q2 2021 | $1,147,000 | +6.5% | 17,466 | +1.7% | 0.70% | -5.7% |
| Q1 2021 | $1,077,000 | +4.5% | 17,177 | +0.3% | 0.74% | -4.3% |
| Q4 2020 | $1,031,000 | – | 17,130 | – | 0.77% | – |
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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% |