VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,741 | -4.6% | 4,685 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $262,735 | +3.1% | 4,685 | +1.5% | 0.09% | -4.3% |
| Q1 2023 | $254,794 | +106508.4% | 4,615 | 0.0% | 0.09% | +2.2% |
| Q4 2022 | $239 | -99.8% | 4,615 | +36.9% | 0.09% | +37.3% |
| Q3 2022 | $154,000 | +22.2% | 3,370 | +37.6% | 0.07% | +28.8% |
| Q2 2022 | $126,000 | -13.7% | 2,450 | 0.0% | 0.05% | +2.0% |
| Q1 2022 | $146,000 | -2.0% | 2,450 | +4.3% | 0.05% | -3.8% |
| Q4 2021 | $149,000 | 0.0% | 2,350 | 0.0% | 0.05% | -11.7% |
| Q3 2021 | $149,000 | -3.2% | 2,350 | 0.0% | 0.06% | -14.3% |
| Q2 2021 | $154,000 | +4.8% | 2,350 | 0.0% | 0.07% | -1.4% |
| Q1 2021 | $147,000 | +16.7% | 2,350 | +12.0% | 0.07% | -9.0% |
| Q4 2020 | $126,000 | +40.0% | 2,098 | +21.0% | 0.08% | +23.8% |
| Q3 2020 | $90,000 | +13.9% | 1,734 | +7.7% | 0.06% | +6.8% |
| Q2 2020 | $79,000 | +43.6% | 1,610 | +22.9% | 0.06% | +25.5% |
| Q1 2020 | $55,000 | 0.0% | 1,310 | +31.7% | 0.05% | +23.7% |
| Q4 2019 | $55,000 | +7.8% | 995 | 0.0% | 0.04% | +31.0% |
| Q3 2019 | $51,000 | -1.9% | 995 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $52,000 | 0.0% | 995 | 0.0% | 0.03% | -3.3% |
| Q1 2019 | $52,000 | +10.6% | 995 | 0.0% | 0.03% | +3.4% |
| Q4 2018 | $47,000 | – | 995 | – | 0.03% | – |
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% |