Independent Family Office, LLC - VANGUARD STAR FDS ownership

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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%.

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Quarter-by-quarter ownership
Independent Family Office, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$844,224
-4.6%
15,7740.0%0.53%
-1.7%
Q2 2023$884,606
+1.6%
15,7740.0%0.54%
+6.8%
Q1 2023$870,883
+6.7%
15,7740.0%0.50%
+2.4%
Q4 2022$815,831
+13.0%
15,7740.0%0.49%
+37.6%
Q3 2022$722,000
-11.3%
15,7740.0%0.36%
-11.4%
Q2 2022$814,000
-13.6%
15,7740.0%0.40%
+30.5%
Q1 2022$942,000
-6.1%
15,7740.0%0.31%
-18.7%
Q4 2021$1,003,000
+0.5%
15,7740.0%0.38%
-7.6%
Q3 2021$998,000
-3.7%
15,7740.0%0.41%
+1.5%
Q2 2021$1,036,000
+4.8%
15,7740.0%0.40%
+4.1%
Q1 2021$989,000
+4.2%
15,7740.0%0.39%
-2.0%
Q4 2020$949,000
+15.3%
15,7740.0%0.40%
+1.5%
Q3 2020$823,000
+6.1%
15,7740.0%0.39%
-3.0%
Q2 2020$776,000
+17.2%
15,7740.0%0.40%
-2.4%
Q1 2020$662,000
-17.1%
15,774
+9.9%
0.41%
-17.9%
Q4 2019$799,000–14,354–0.50%–
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Other shareholders
VANGUARD STAR FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Sageworth Trust Co 3,862,375$208,954,00029.89%
Berman Capital Advisors, LLC 761,717$41,208,00014.34%
Lee Financial Group Hawaii, Inc. 277,150$14,994,00013.88%
OGOREK ANTHONY JOSEPH /NY/ /ADV 327,380$17,711,00013.80%
Boothe Investment Group, Inc. 240,315$13,001,00012.16%
RETIREMENT CAPITAL STRATEGIES 408,634$22,107,00011.66%
Coyle Financial Counsel LLC 177,669$9,612,0009.01%
FIDUCIENT ADVISORS LLC 566,580$30,652,0008.90%
Sigma Investment Management Co 186,466$10,088,0008.37%
Cedar Wealth Management, LLC 265,408$14,359,0008.06%
View complete list of VANGUARD STAR FDS shareholders