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 | $710,049 | -3.4% | 13,267 | +1.2% | 0.05% | -2.0% |
| Q2 2023 | $735,077 | +202.5% | 13,108 | +146.8% | 0.05% | +145.0% |
| Q3 2022 | $243,000 | -27.5% | 5,312 | -18.3% | 0.02% | -28.6% |
| Q2 2022 | $335,000 | -13.0% | 6,500 | +0.9% | 0.03% | -6.7% |
| Q1 2022 | $385,000 | -6.6% | 6,441 | +2.7% | 0.03% | -18.9% |
| Q4 2021 | $412,000 | -25.9% | 6,271 | -28.5% | 0.04% | -21.3% |
| Q3 2021 | $556,000 | +35.0% | 8,765 | +39.8% | 0.05% | +27.0% |
| Q2 2021 | $412,000 | +5.1% | 6,271 | +2.6% | 0.04% | -7.5% |
| Q1 2021 | $392,000 | -17.6% | 6,111 | -22.8% | 0.04% | -29.8% |
| Q4 2020 | $476,000 | +26.9% | 7,918 | +11.3% | 0.06% | +11.8% |
| Q3 2020 | $375,000 | +74.4% | 7,114 | +62.8% | 0.05% | +64.5% |
| Q2 2020 | $215,000 | -53.8% | 4,370 | -55.7% | 0.03% | -81.9% |
| Q4 2018 | $465,000 | – | 9,863 | – | 0.17% | – |
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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% |