VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $446,000 | -30.0% | 7,076 | -27.3% | 0.30% | -31.3% |
| Q2 2021 | $637,000 | -0.3% | 9,728 | -4.6% | 0.43% | -8.6% |
| Q1 2021 | $639,000 | +6.0% | 10,197 | +1.9% | 0.48% | +4.4% |
| Q4 2020 | $603,000 | -0.5% | 10,008 | -14.2% | 0.46% | -11.1% |
| Q3 2020 | $606,000 | -19.3% | 11,668 | -23.7% | 0.51% | -28.5% |
| Q2 2020 | $751,000 | +18.1% | 15,289 | +0.9% | 0.72% | -14.9% |
| Q1 2020 | $636,000 | -32.3% | 15,151 | -10.2% | 0.84% | -13.6% |
| Q4 2019 | $939,000 | – | 16,874 | – | 0.97% | – |
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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% |