VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $420,000 | -21.6% | 8,133 | -9.3% | 0.16% | -11.3% |
| Q1 2022 | $536,000 | -5.8% | 8,968 | +0.1% | 0.19% | -8.8% |
| Q4 2021 | $569,000 | +1.1% | 8,959 | +0.9% | 0.20% | -10.1% |
| Q3 2021 | $563,000 | -3.1% | 8,876 | +0.3% | 0.23% | -6.6% |
| Q2 2021 | $581,000 | +5.3% | 8,846 | +0.5% | 0.24% | -6.9% |
| Q1 2021 | $552,000 | +10.2% | 8,803 | +5.7% | 0.26% | -1.9% |
| Q4 2020 | $501,000 | +16.0% | 8,329 | +0.6% | 0.27% | +1.9% |
| Q3 2020 | $432,000 | +6.7% | 8,276 | +0.4% | 0.26% | -1.9% |
| Q2 2020 | $405,000 | +17.4% | 8,241 | +0.3% | 0.27% | -6.3% |
| Q1 2020 | $345,000 | – | 8,214 | – | 0.28% | – |
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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% |