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 | $8,559,793 | -3.2% | 159,936 | +1.4% | 3.87% | -15.3% |
| Q2 2023 | $8,842,557 | +266.9% | 157,678 | +290.9% | 4.57% | +221.2% |
| Q1 2023 | $2,410,020 | -35.3% | 40,342 | -44.0% | 1.42% | -43.6% |
| Q4 2022 | $3,724,417 | +65.9% | 72,011 | +46.8% | 2.52% | +82.0% |
| Q3 2022 | $2,245,000 | -1.5% | 49,060 | +11.1% | 1.38% | +8.8% |
| Q2 2022 | $2,279,000 | -5.4% | 44,157 | +9.5% | 1.27% | +22.4% |
| Q1 2022 | $2,410,000 | +22.1% | 40,342 | +30.0% | 1.04% | +21.9% |
| Q4 2021 | $1,973,000 | +20.8% | 31,044 | +20.3% | 0.85% | -8.8% |
| Q3 2021 | $1,633,000 | +8.7% | 25,809 | +13.6% | 0.94% | +13.1% |
| Q2 2021 | $1,502,000 | +48.7% | 22,723 | +41.0% | 0.83% | +31.9% |
| Q1 2021 | $1,010,000 | +52.1% | 16,115 | +46.0% | 0.63% | +19.9% |
| Q4 2020 | $664,000 | +35.5% | 11,040 | +14.9% | 0.52% | +14.4% |
| Q3 2020 | $490,000 | -5.2% | 9,611 | -8.6% | 0.46% | -32.6% |
| Q2 2020 | $517,000 | -87.4% | 10,519 | -88.4% | 0.68% | -90.8% |
| Q1 2020 | $4,090,000 | +74.4% | 90,588 | +115.1% | 7.39% | +232.4% |
| Q4 2019 | $2,345,000 | – | 42,112 | – | 2.22% | – |
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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% |