VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18 | -100.0% | 351 | -99.7% | 0.02% | -99.6% |
| Q2 2022 | $5,331,000 | -12.6% | 103,296 | +1.1% | 3.50% | -0.3% |
| Q1 2022 | $6,103,000 | -15.3% | 102,160 | -9.8% | 3.51% | -10.5% |
| Q4 2021 | $7,203,000 | +37.3% | 113,309 | +36.6% | 3.92% | +13.6% |
| Q3 2021 | $5,246,000 | +22.5% | 82,933 | +27.2% | 3.45% | +20.9% |
| Q2 2021 | $4,282,000 | +22.0% | 65,203 | +16.4% | 2.85% | +10.3% |
| Q1 2021 | $3,511,000 | +70.4% | 55,998 | +93230.0% | 2.58% | +96.3% |
| Q4 2020 | $2,060,000 | +535.8% | 60 | -99.0% | 1.32% | +462.4% |
| Q3 2020 | $324,000 | – | 6,221 | – | 0.23% | – |
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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% |