VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $679,017 | -6.6% | 12,108 | -8.0% | 0.00% | -33.3% |
| Q1 2023 | $726,895 | +83.4% | 13,166 | +71.8% | 0.00% | +50.0% |
| Q4 2022 | $396,434 | -33.7% | 7,665 | -41.4% | 0.00% | -33.3% |
| Q3 2022 | $598,000 | -14.7% | 13,077 | -3.7% | 0.00% | 0.0% |
| Q2 2022 | $701,000 | -19.9% | 13,577 | -7.2% | 0.00% | 0.0% |
| Q1 2022 | $875,000 | -31.9% | 14,638 | -27.5% | 0.00% | -25.0% |
| Q4 2021 | $1,284,000 | -16.4% | 20,199 | -16.8% | 0.00% | -20.0% |
| Q3 2021 | $1,536,000 | +1.9% | 24,282 | +5.8% | 0.01% | 0.0% |
| Q2 2021 | $1,507,000 | +17.0% | 22,942 | +11.7% | 0.01% | 0.0% |
| Q1 2021 | $1,288,000 | +99.7% | 20,542 | +65.2% | 0.01% | 0.0% |
| Q1 2019 | $645,000 | +3.4% | 12,435 | -5.9% | 0.01% | +150.0% |
| Q4 2018 | $624,000 | -30.0% | 13,210 | -19.9% | 0.00% | -60.0% |
| Q3 2018 | $891,000 | +32.2% | 16,494 | +32.4% | 0.01% | +25.0% |
| Q2 2018 | $674,000 | -19.7% | 12,458 | -16.0% | 0.00% | -20.0% |
| Q1 2018 | $839,000 | +2.9% | 14,834 | +3.4% | 0.01% | 0.0% |
| Q4 2017 | $815,000 | +3.8% | 14,351 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $785,000 | +10.1% | 14,351 | +4.6% | 0.01% | 0.0% |
| Q2 2017 | $713,000 | – | 13,725 | – | 0.01% | – |
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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% |