VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,615,322 | -1.6% | 30,182 | +3.1% | 0.53% | -1.1% |
| Q2 2023 | $1,641,779 | +2.2% | 29,275 | +0.7% | 0.53% | -0.7% |
| Q1 2023 | $1,605,672 | +33.3% | 29,083 | +24.9% | 0.54% | +23.1% |
| Q4 2022 | $1,204,559 | +14.3% | 23,290 | +1.2% | 0.44% | +4.5% |
| Q3 2022 | $1,054,000 | -3.7% | 23,025 | +8.6% | 0.42% | -1.6% |
| Q2 2022 | $1,094,000 | -32.0% | 21,200 | -21.3% | 0.42% | -16.7% |
| Q1 2022 | $1,610,000 | -22.0% | 26,946 | -17.0% | 0.51% | -20.8% |
| Q4 2021 | $2,064,000 | +693.8% | 32,460 | +689.4% | 0.64% | +585.1% |
| Q3 2021 | $260,000 | – | 4,112 | – | 0.09% | – |
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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% |