VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $408,969 | -3.5% | 7,408 | -9.6% | 0.03% | -15.0% |
| Q4 2022 | $423,927 | +7.1% | 8,197 | -5.2% | 0.04% | -14.9% |
| Q3 2022 | $396,000 | -20.5% | 8,646 | -10.4% | 0.05% | -19.0% |
| Q2 2022 | $498,000 | -23.1% | 9,652 | -11.0% | 0.06% | -12.1% |
| Q1 2022 | $648,000 | -5.8% | 10,841 | +0.2% | 0.07% | -4.3% |
| Q4 2021 | $688,000 | +3.0% | 10,818 | +2.4% | 0.07% | +3.0% |
| Q3 2021 | $668,000 | -5.4% | 10,561 | -1.7% | 0.07% | -4.3% |
| Q2 2021 | $706,000 | +0.3% | 10,743 | -4.3% | 0.07% | -5.4% |
| Q1 2021 | $704,000 | -0.1% | 11,231 | -4.1% | 0.07% | -12.9% |
| Q4 2020 | $705,000 | +22.6% | 11,713 | +6.2% | 0.08% | +6.2% |
| Q3 2020 | $575,000 | -43.7% | 11,027 | -46.9% | 0.08% | -48.7% |
| Q2 2020 | $1,021,000 | +216.1% | 20,759 | +169.7% | 0.16% | +155.7% |
| Q1 2020 | $323,000 | – | 7,698 | – | 0.06% | – |
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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% |