VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $357,000 | -6.5% | 6,006 | 0.0% | 0.10% | -6.7% |
| Q4 2021 | $382,000 | +1.1% | 6,006 | 0.0% | 0.10% | -1.9% |
| Q3 2021 | $378,000 | -14.1% | 6,006 | -13.0% | 0.11% | +27.7% |
| Q1 2021 | $440,000 | +746.2% | 6,901 | +696.9% | 0.08% | – |
| Q4 2020 | $52,000 | +116.7% | 866 | +84.6% | 0.00% | -100.0% |
| Q3 2020 | $24,000 | – | 469 | +7716.7% | 0.01% | – |
| Q2 2020 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 6 | – | 0.00% | – |
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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% |