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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $230,739 | +8.5% | 3,981 | +0.2% | 0.01% | 0.0% |
| Q3 2023 | $212,742 | -12.5% | 3,975 | -8.3% | 0.01% | -14.3% |
| Q2 2023 | $243,107 | -11.4% | 4,335 | -12.8% | 0.01% | -12.5% |
| Q1 2023 | $274,323 | +98577.3% | 4,969 | -7.6% | 0.01% | 0.0% |
| Q4 2022 | $278 | -99.9% | 5,375 | +17.7% | 0.01% | 0.0% |
| Q1 2022 | $273,000 | +10.1% | 4,568 | +17.1% | 0.01% | 0.0% |
| Q4 2021 | $248,000 | +0.4% | 3,900 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $247,000 | – | 3,900 | – | 0.01% | – |
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% |