VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $362,251 | -4.2% | 6,769 | +0.4% | 0.05% | -1.9% |
| Q2 2023 | $378,004 | +2.4% | 6,740 | +0.9% | 0.05% | -3.6% |
| Q1 2023 | $368,969 | +6.9% | 6,683 | +0.2% | 0.06% | 0.0% |
| Q4 2022 | $345,044 | +13.9% | 6,671 | +0.9% | 0.06% | -3.4% |
| Q3 2022 | $303,000 | -14.6% | 6,610 | -3.8% | 0.06% | -10.8% |
| Q2 2022 | $355,000 | -12.8% | 6,870 | +0.9% | 0.06% | -4.4% |
| Q1 2022 | $407,000 | -10.9% | 6,811 | -5.2% | 0.07% | -21.8% |
| Q4 2021 | $457,000 | +32.1% | 7,181 | +31.3% | 0.09% | +19.2% |
| Q3 2021 | $346,000 | +33.6% | 5,471 | +38.9% | 0.07% | +30.4% |
| Q2 2021 | $259,000 | +5.7% | 3,938 | +0.8% | 0.06% | -5.1% |
| Q1 2021 | $245,000 | +6.5% | 3,908 | +2.3% | 0.06% | +156.5% |
| Q4 2020 | $230,000 | – | 3,819 | – | 0.02% | – |
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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% |