VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $399,163 | -4.4% | 7,458 | +0.1% | 0.01% | +12.5% |
| Q2 2023 | $417,741 | -79.1% | 7,449 | -79.4% | 0.01% | -71.4% |
| Q1 2023 | $1,997,527 | +6.9% | 36,181 | +0.1% | 0.03% | +12.0% |
| Q4 2022 | $1,868,469 | +1909.1% | 36,127 | +2220.3% | 0.02% | +2400.0% |
| Q1 2022 | $93,000 | -70.2% | 1,557 | -68.3% | 0.00% | -80.0% |
| Q4 2021 | $312,000 | +3020.0% | 4,917 | +2862.0% | 0.01% | – |
| Q2 2021 | $10,000 | -77.8% | 166 | -76.9% | 0.00% | -100.0% |
| Q1 2021 | $45,000 | +4.7% | 720 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $43,000 | +377.8% | 720 | +333.7% | 0.00% | – |
| Q3 2020 | $9,000 | +12.5% | 166 | 0.0% | 0.00% | – |
| Q2 2020 | $8,000 | – | 166 | – | 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% |