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 | $35,126,073 | -4.8% | 656,317 | -0.2% | 15.24% | -0.6% |
| Q2 2023 | $36,883,307 | +1.8% | 657,691 | +0.2% | 15.33% | -5.7% |
| Q1 2023 | $36,248,937 | +100630.7% | 656,565 | -5.6% | 16.26% | +2.6% |
| Q4 2022 | $35,986 | -99.9% | 695,794 | +1.1% | 15.85% | +3.3% |
| Q3 2022 | $31,506,000 | -6.4% | 688,362 | +5.5% | 15.34% | -9.0% |
| Q2 2022 | $33,659,000 | -11.5% | 652,744 | +2.5% | 16.86% | +2.4% |
| Q1 2022 | $38,048,000 | -1.2% | 636,899 | +4.1% | 16.46% | -6.3% |
| Q4 2021 | $38,505,000 | +7.6% | 612,032 | +8.3% | 17.58% | +1.3% |
| Q3 2021 | $35,790,000 | – | 564,985 | – | 17.35% | – |
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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% |