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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $193,308 | -16.0% | 3,612 | -11.9% | 0.02% | -17.4% |
| Q2 2023 | $230,024 | +12.8% | 4,102 | +11.0% | 0.02% | +4.5% |
| Q1 2023 | $204,012 | -0.4% | 3,695 | -6.7% | 0.02% | -12.0% |
| Q4 2022 | $204,803 | +23.4% | 3,960 | +9.2% | 0.02% | +4.2% |
| Q3 2022 | $166,000 | -18.2% | 3,625 | -7.6% | 0.02% | -31.4% |
| Q2 2022 | $203,000 | -21.3% | 3,925 | -9.1% | 0.04% | -14.6% |
| Q1 2022 | $258,000 | +597.3% | 4,320 | +646.1% | 0.04% | +583.3% |
| Q4 2021 | $37,000 | 0.0% | 579 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $37,000 | -35.1% | 579 | -33.4% | 0.01% | -46.2% |
| Q2 2021 | $57,000 | +58.3% | 870 | +50.3% | 0.01% | +18.2% |
| Q1 2021 | $36,000 | +56.5% | 579 | +49.2% | 0.01% | +37.5% |
| Q4 2020 | $23,000 | +228.6% | 388 | +198.5% | 0.01% | +166.7% |
| Q3 2020 | $7,000 | +16.7% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 130 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 130 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $7,000 | +600.0% | 130 | +766.7% | 0.00% | +300.0% |
| Q3 2019 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $1,000 | – | 15 | – | 0.00% | – |
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% |