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 | $3,597,588 | 0.0% | 64,151 | 0.0% | 0.75% | -0.9% |
| Q2 2023 | $3,597,588 | +1.6% | 64,151 | 0.0% | 0.76% | -2.3% |
| Q1 2023 | $3,541,777 | +1362121.9% | 64,151 | +278817.4% | 0.78% | – |
| Q4 2022 | $260 | -100.0% | 23 | -100.0% | 0.00% | -100.0% |
| Q3 2022 | $2,936,000 | -11.3% | 64,151 | 0.0% | 0.73% | -1.6% |
| Q2 2022 | $3,311,000 | -13.6% | 64,151 | -0.0% | 0.74% | -1.8% |
| Q1 2022 | $3,833,000 | -7.4% | 64,157 | -2.1% | 0.76% | -4.4% |
| Q4 2021 | $4,140,000 | +2.0% | 65,523 | +2.1% | 0.79% | -1.0% |
| Q3 2021 | $4,058,000 | +0.9% | 64,151 | 0.0% | 0.80% | -33.6% |
| Q1 2021 | $4,022,000 | +4.2% | 64,151 | 0.0% | 1.21% | -1.6% |
| Q4 2020 | $3,859,000 | +15.3% | 64,151 | 0.0% | 1.23% | -4.9% |
| Q3 2020 | $3,347,000 | +27.3% | 64,151 | +2.4% | 1.29% | +14.1% |
| Q1 2020 | $2,629,000 | – | 62,677 | – | 1.13% | – |
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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% |