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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $459,161 | +13.1% | 8,878 | 0.0% | 0.36% | +8.1% |
| Q3 2022 | $406,000 | -13.4% | 8,878 | -2.3% | 0.33% | -7.8% |
| Q2 2022 | $469,000 | -13.6% | 9,088 | 0.0% | 0.36% | +0.3% |
| Q1 2022 | $543,000 | -6.1% | 9,088 | 0.0% | 0.36% | -4.5% |
| Q4 2021 | $578,000 | +0.5% | 9,088 | 0.0% | 0.38% | +4.7% |
| Q3 2021 | $575,000 | -3.5% | 9,088 | +0.0% | 0.36% | +0.3% |
| Q2 2021 | $596,000 | +4.7% | 9,087 | 0.0% | 0.36% | -4.8% |
| Q1 2021 | $569,000 | +4.4% | 9,087 | +0.3% | 0.38% | -4.1% |
| Q4 2020 | $545,000 | +16.5% | 9,064 | +1.0% | 0.39% | +4.3% |
| Q3 2020 | $468,000 | 0.0% | 8,975 | +0.7% | 0.38% | +2.5% |
| Q2 2020 | $468,000 | – | 8,916 | – | 0.37% | – |
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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% |