VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,072,263 | -3.8% | 57,404 | +0.8% | 0.42% | -2.5% |
| Q2 2023 | $3,193,400 | +5.2% | 56,944 | +3.6% | 0.43% | +3.8% |
| Q1 2023 | $3,034,270 | +10.7% | 54,959 | +3.7% | 0.42% | +5.0% |
| Q4 2022 | $2,740,555 | -22.4% | 52,988 | -31.3% | 0.40% | -28.5% |
| Q3 2022 | $3,532,000 | -15.2% | 77,168 | -4.4% | 0.56% | -11.3% |
| Q2 2022 | $4,164,000 | -14.1% | 80,688 | -0.6% | 0.63% | -4.7% |
| Q1 2022 | $4,848,000 | +4.6% | 81,153 | +11.2% | 0.66% | +6.3% |
| Q4 2021 | $4,637,000 | +12.5% | 72,951 | +12.0% | 0.62% | +1.1% |
| Q3 2021 | $4,121,000 | +1.0% | 65,137 | +4.8% | 0.61% | -0.8% |
| Q2 2021 | $4,081,000 | +27.7% | 62,129 | +21.9% | 0.62% | +14.7% |
| Q1 2021 | $3,195,000 | +44.2% | 50,952 | +38.4% | 0.54% | +25.1% |
| Q4 2020 | $2,215,000 | – | 36,812 | – | 0.43% | – |
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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% |