VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $612,763 | +7.4% | 11,449 | +12.6% | 0.16% | +16.5% |
| Q2 2023 | $570,339 | +18.8% | 10,170 | +17.0% | 0.13% | +12.7% |
| Q1 2023 | $479,883 | +23.7% | 8,691 | +15.8% | 0.12% | +21.6% |
| Q4 2022 | $388,017 | +26.0% | 7,502 | +12.6% | 0.10% | +22.8% |
| Q3 2022 | $308,000 | +23.7% | 6,664 | +38.1% | 0.08% | +27.4% |
| Q2 2022 | $249,000 | -1.6% | 4,826 | +26.0% | 0.06% | +3.3% |
| Q1 2022 | $253,000 | +46.2% | 3,829 | +40.5% | 0.06% | +46.3% |
| Q4 2021 | $173,000 | +166.2% | 2,726 | +166.7% | 0.04% | +141.2% |
| Q3 2021 | $65,000 | +16.1% | 1,022 | +2.2% | 0.02% | -29.2% |
| Q4 2019 | $56,000 | – | 1,000 | – | 0.02% | – |
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% |