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 2022 | $13,039,000 | +55.0% | 284,886 | +74.7% | 1.40% | +54.9% |
| Q2 2022 | $8,414,000 | -32.7% | 163,038 | -22.1% | 0.90% | -28.9% |
| Q1 2022 | $12,507,000 | +4055.1% | 209,362 | +4320.7% | 1.27% | +4428.6% |
| Q4 2021 | $301,000 | +0.7% | 4,736 | +0.2% | 0.03% | +3.7% |
| Q3 2021 | $299,000 | +4.2% | 4,728 | +8.2% | 0.03% | +8.0% |
| Q2 2021 | $287,000 | +4.7% | 4,368 | +0.1% | 0.02% | 0.0% |
| Q1 2021 | $274,000 | +1.5% | 4,364 | -2.8% | 0.02% | -7.4% |
| Q4 2020 | $270,000 | +26.2% | 4,491 | +9.7% | 0.03% | +12.5% |
| Q3 2020 | $214,000 | +7.0% | 4,094 | +13.9% | 0.02% | -35.1% |
| Q4 2019 | $200,000 | – | 3,595 | – | 0.04% | – |
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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% |