VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,110,203 | -9.7% | 20,744 | -5.3% | 0.14% | -7.9% |
| Q2 2023 | $1,229,011 | +0.9% | 21,915 | -0.7% | 0.15% | -14.2% |
| Q1 2023 | $1,218,127 | +6.9% | 22,064 | +0.2% | 0.18% | +9.3% |
| Q4 2022 | $1,139,048 | +11.5% | 22,023 | -1.4% | 0.16% | -11.5% |
| Q3 2022 | $1,022,000 | -20.5% | 22,342 | -10.3% | 0.18% | -18.4% |
| Q2 2022 | $1,285,000 | -20.8% | 24,908 | -8.3% | 0.22% | +6.2% |
| Q1 2022 | $1,623,000 | +15.3% | 27,169 | +22.6% | 0.21% | +25.7% |
| Q4 2021 | $1,408,000 | +23.5% | 22,158 | +22.9% | 0.17% | +7.1% |
| Q3 2021 | $1,140,000 | +11.1% | 18,036 | +15.7% | 0.16% | +9.1% |
| Q2 2021 | $1,026,000 | +41.9% | 15,589 | +35.1% | 0.14% | +20.2% |
| Q1 2021 | $723,000 | +29.8% | 11,540 | +24.6% | 0.12% | +20.2% |
| Q4 2020 | $557,000 | +35.5% | 9,262 | +20.8% | 0.10% | +5.3% |
| Q3 2020 | $411,000 | +101.5% | 7,669 | +84.3% | 0.09% | +91.8% |
| Q2 2020 | $204,000 | – | 4,162 | – | 0.05% | – |
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% |