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 | $341,938 | -28.3% | 6,389 | -24.9% | 0.03% | -29.3% |
| Q2 2023 | $476,952 | +2.5% | 8,505 | +0.9% | 0.04% | -4.7% |
| Q1 2023 | $465,142 | -77.3% | 8,425 | -78.7% | 0.04% | -79.4% |
| Q4 2022 | $2,044,613 | +40.3% | 39,532 | +26.7% | 0.21% | +151.8% |
| Q3 2022 | $1,457,000 | +58.7% | 31,201 | +75.6% | 0.08% | +56.6% |
| Q2 2022 | $918,000 | -18.3% | 17,765 | -5.6% | 0.05% | -3.6% |
| Q1 2022 | $1,124,000 | +104.4% | 18,821 | +117.4% | 0.06% | +1.9% |
| Q4 2021 | $550,000 | -7.1% | 8,658 | -3.8% | 0.05% | -11.5% |
| Q2 2021 | $592,000 | +13.8% | 8,998 | +8.5% | 0.06% | -12.9% |
| Q1 2021 | $520,000 | -1.1% | 8,291 | -5.2% | 0.07% | -9.1% |
| Q4 2020 | $526,000 | +16.4% | 8,747 | +1.1% | 0.08% | +4.1% |
| Q3 2020 | $452,000 | +6.6% | 8,651 | +0.3% | 0.07% | -3.9% |
| Q2 2020 | $424,000 | +39.0% | 8,627 | +18.0% | 0.08% | +10.0% |
| Q1 2020 | $305,000 | -27.7% | 7,312 | -3.5% | 0.07% | +9.4% |
| Q4 2019 | $422,000 | +6.3% | 7,579 | -0.9% | 0.06% | -22.9% |
| Q3 2019 | $397,000 | -2.5% | 7,645 | -0.5% | 0.08% | +56.6% |
| Q2 2019 | $407,000 | +0.5% | 7,687 | -1.5% | 0.05% | -41.1% |
| Q1 2019 | $405,000 | – | 7,807 | – | 0.09% | – |
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% |