VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,376 | -2.3% | 25,717 | +2.4% | 0.08% | -1.3% |
| Q2 2023 | $1,408 | -2.2% | 25,109 | -3.7% | 0.08% | -4.9% |
| Q1 2023 | $1,439 | +5.9% | 26,061 | -0.8% | 0.08% | -1.2% |
| Q4 2022 | $1,359 | -99.9% | 26,275 | +13.0% | 0.08% | +13.7% |
| Q3 2022 | $1,064,000 | -3.7% | 23,250 | +8.5% | 0.07% | -5.2% |
| Q2 2022 | $1,105,000 | +23.2% | 21,419 | +42.6% | 0.08% | +35.1% |
| Q1 2022 | $897,000 | -6.0% | 15,020 | +0.1% | 0.06% | -1.7% |
| Q4 2021 | $954,000 | +5.4% | 15,003 | +4.8% | 0.06% | -1.7% |
| Q3 2021 | $905,000 | -0.7% | 14,314 | +3.1% | 0.06% | -3.3% |
| Q2 2021 | $911,000 | -65.0% | 13,878 | +23827.6% | 0.06% | +6000.0% |
| Q1 2016 | $2,605,000 | – | 58 | – | 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% |