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 | $273,566 | -7.3% | 5,289 | +0.6% | 0.07% | +17.2% |
| Q2 2023 | $295,008 | +3.8% | 5,260 | +2.2% | 0.06% | -3.3% |
| Q1 2023 | $284,265 | +10.8% | 5,149 | +3.8% | 0.06% | +3.4% |
| Q4 2022 | $256,603 | +144.4% | 4,961 | +115.7% | 0.06% | +114.8% |
| Q3 2022 | $105,000 | -22.2% | 2,300 | -12.0% | 0.03% | -20.6% |
| Q2 2022 | $135,000 | -11.8% | 2,615 | +1.8% | 0.03% | 0.0% |
| Q1 2022 | $153,000 | -10.5% | 2,569 | -4.6% | 0.03% | -8.1% |
| Q4 2021 | $171,000 | +4.3% | 2,694 | +3.7% | 0.04% | -2.6% |
| Q3 2021 | $164,000 | -67.4% | 2,598 | -66.1% | 0.04% | -65.8% |
| Q2 2021 | $503,000 | +13.0% | 7,664 | +8.0% | 0.11% | +2.8% |
| Q1 2021 | $445,000 | +2.1% | 7,097 | -2.0% | 0.11% | -7.7% |
| Q4 2020 | $436,000 | +16.3% | 7,242 | +0.7% | 0.12% | -7.1% |
| Q3 2020 | $375,000 | +5.9% | 7,193 | +0.0% | 0.13% | -9.4% |
| Q2 2020 | $354,000 | -42.0% | 7,191 | -50.5% | 0.14% | -57.9% |
| Q1 2020 | $610,000 | +66.7% | 14,533 | +118.4% | 0.33% | -13.4% |
| Q4 2019 | $366,000 | – | 6,654 | – | 0.38% | – |
Download | ||||||
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% |