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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,000 | -25.0% | 49 | -19.7% | 0.00% | -50.0% |
| Q2 2021 | $4,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | -20.0% | 61 | -29.1% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | 0.0% | 86 | -7.5% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | +25.0% | 93 | +3.3% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | -20.0% | 90 | -29.1% | 0.00% | -33.3% |
| Q1 2020 | $5,000 | -28.6% | 127 | -3.1% | 0.00% | -25.0% |
| Q4 2019 | $7,000 | -78.1% | 131 | -78.9% | 0.00% | -78.9% |
| Q3 2019 | $32,000 | -40.7% | 620 | -39.9% | 0.02% | -42.4% |
| Q2 2019 | $54,000 | +1.9% | 1,031 | +0.6% | 0.03% | -8.3% |
| Q1 2019 | $53,000 | -20.9% | 1,025 | -28.0% | 0.04% | -32.1% |
| Q4 2018 | $67,000 | – | 1,424 | – | 0.05% | – |
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% |