VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,788 | -4.4% | 4,854 | +0.1% | 0.09% | -2.3% |
| Q2 2023 | $271,837 | +1.9% | 4,847 | +0.3% | 0.09% | -24.1% |
| Q1 2023 | $266,859 | -30.8% | 4,834 | -35.2% | 0.12% | -31.0% |
| Q4 2022 | $385,690 | -76.6% | 7,457 | -79.3% | 0.17% | -79.0% |
| Q3 2022 | $1,650,000 | +584.6% | 36,050 | +671.8% | 0.80% | +621.6% |
| Q2 2022 | $241,000 | -64.0% | 4,671 | -58.3% | 0.11% | -59.0% |
| Q1 2022 | $669,000 | -0.6% | 11,193 | -7.4% | 0.27% | -27.0% |
| Q4 2019 | $673,000 | +8.2% | 12,092 | +0.4% | 0.37% | +0.3% |
| Q3 2019 | $622,000 | -1.9% | 12,045 | +0.2% | 0.37% | -3.1% |
| Q2 2019 | $634,000 | -5.7% | 12,021 | -7.2% | 0.38% | -7.5% |
| Q1 2019 | $672,000 | -84.1% | 12,956 | -85.5% | 0.41% | -85.5% |
| Q4 2018 | $4,229,000 | – | 89,549 | – | 2.84% | – |
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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% |