VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,043 | -3.9% | 1,290 | +0.7% | 0.01% | 0.0% |
| Q2 2023 | $71,825 | -7.4% | 1,281 | -8.8% | 0.01% | -10.0% |
| Q1 2023 | $77,544 | +8.6% | 1,405 | +1.7% | 0.01% | 0.0% |
| Q4 2022 | $71,413 | -29.3% | 1,381 | -37.2% | 0.01% | -37.5% |
| Q3 2022 | $101,000 | -10.6% | 2,199 | +0.5% | 0.02% | -5.9% |
| Q2 2022 | $113,000 | -19.3% | 2,187 | -6.8% | 0.02% | -10.5% |
| Q1 2022 | $140,000 | -2.1% | 2,347 | +4.5% | 0.02% | +5.6% |
| Q4 2021 | $143,000 | +20.2% | 2,245 | +19.3% | 0.02% | +12.5% |
| Q3 2021 | $119,000 | -6.3% | 1,882 | -3.0% | 0.02% | -5.9% |
| Q2 2021 | $127,000 | +8.5% | 1,941 | -0.3% | 0.02% | 0.0% |
| Q4 2020 | $117,000 | +18.2% | 1,947 | +2.3% | 0.02% | 0.0% |
| Q3 2020 | $99,000 | +6.5% | 1,904 | +0.8% | 0.02% | 0.0% |
| Q2 2020 | $93,000 | +5.7% | 1,889 | -9.5% | 0.02% | -15.0% |
| Q1 2020 | $88,000 | +4300.0% | 2,087 | +4869.0% | 0.02% | +1900.0% |
| Q3 2018 | $2,000 | – | 42 | – | 0.00% | – |
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% |