VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,789,121 | -2.3% | 33,429 | +2.4% | 0.13% | -0.8% |
| Q2 2023 | $1,830,854 | -33.8% | 32,647 | -34.8% | 0.13% | -45.0% |
| Q1 2023 | $2,765,355 | +7.0% | 50,088 | +0.3% | 0.24% | -0.4% |
| Q4 2022 | $2,584,017 | -99.8% | 49,962 | +111.0% | 0.24% | +135.9% |
| Q3 2022 | $1,083,555,000 | +17.1% | 23,674 | +32.0% | 0.10% | +18.4% |
| Q2 2022 | $925,697,000 | -13.1% | 17,936 | +0.6% | 0.09% | +4.8% |
| Q1 2022 | $1,065,295,000 | +30.8% | 17,832 | +39.1% | 0.08% | +33.9% |
| Q4 2021 | $814,718,000 | +65.6% | 12,816 | +71.1% | 0.06% | +26.5% |
| Q2 2021 | $491,935,000 | +7.9% | 7,490 | +3.0% | 0.05% | -18.3% |
| Q1 2021 | $455,889,000 | – | 7,271 | – | 0.06% | – |
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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% |