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 2023 | $738,683 | -4.6% | 13,802 | 0.0% | 0.18% | +7.6% |
Q2 2023 | $774,016 | +1.6% | 13,802 | 0.0% | 0.17% | -28.0% |
Q1 2023 | $762,008 | +6.7% | 13,802 | 0.0% | 0.24% | +2.1% |
Q4 2022 | $713,839 | +13.1% | 13,802 | 0.0% | 0.23% | -2.1% |
Q3 2022 | $631,000 | -11.4% | 13,802 | 0.0% | 0.24% | -9.5% |
Q2 2022 | $712,000 | -12.4% | 13,802 | +1.3% | 0.26% | -3.3% |
Q1 2022 | $813,000 | +10.2% | 13,622 | +17.3% | 0.27% | +12.8% |
Q4 2021 | $738,000 | +0.4% | 11,611 | 0.0% | 0.24% | -13.9% |
Q3 2021 | $735,000 | -3.5% | 11,611 | 0.0% | 0.28% | -5.1% |
Q2 2021 | $762,000 | +4.7% | 11,611 | 0.0% | 0.30% | -20.2% |
Q1 2021 | $728,000 | +0.1% | 11,611 | -3.9% | 0.37% | -13.5% |
Q4 2020 | $727,000 | +15.0% | 12,084 | 0.0% | 0.43% | -7.7% |
Q3 2020 | $632,000 | +6.4% | 12,084 | 0.0% | 0.46% | +6.9% |
Q2 2020 | $594,000 | +17.2% | 12,084 | 0.0% | 0.44% | -9.6% |
Q1 2020 | $507,000 | – | 12,084 | – | 0.48% | – |
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% |