VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,493,029 | -20.3% | 66,942 | -15.5% | 0.08% | -12.5% |
| Q2 2023 | $4,382,684 | +6.2% | 79,253 | +8.2% | 0.09% | +10.0% |
| Q1 2023 | $4,127,131 | +47.2% | 73,280 | +40.4% | 0.08% | +40.4% |
| Q4 2022 | $2,803,725 | +41.7% | 52,182 | +19.8% | 0.06% | +23.9% |
| Q3 2022 | $1,979,000 | -4.1% | 43,547 | +8.6% | 0.05% | 0.0% |
| Q2 2022 | $2,063,000 | -3.9% | 40,083 | +9.4% | 0.05% | +9.5% |
| Q1 2022 | $2,146,000 | +28.3% | 36,632 | +39.1% | 0.04% | +44.8% |
| Q4 2021 | $1,673,000 | -34.5% | 26,341 | -33.9% | 0.03% | -37.0% |
| Q3 2021 | $2,553,000 | -46.3% | 39,847 | -45.0% | 0.05% | -45.9% |
| Q2 2021 | $4,750,000 | +7.7% | 72,460 | +3.0% | 0.08% | -49.7% |
| Q1 2021 | $4,412,000 | +824.9% | 70,362 | +632.9% | 0.17% | +252.1% |
| Q1 2017 | $477,000 | – | 9,601 | – | 0.05% | – |
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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% |