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 2023 | $37,823,523 | +28.2% | 706,718 | +34.3% | 5.01% | +30.3% |
| Q2 2023 | $29,511,912 | +31.8% | 526,247 | +29.7% | 3.84% | +23.7% |
| Q1 2023 | $22,394,934 | +121.9% | 405,632 | +107.9% | 3.11% | +105.5% |
| Q4 2022 | $10,092,651 | +283.5% | 195,140 | +239.4% | 1.51% | +259.1% |
| Q3 2022 | $2,632,000 | -22.7% | 57,500 | -12.9% | 0.42% | -9.3% |
| Q2 2022 | $3,405,000 | +323.5% | 65,980 | +390.2% | 0.46% | +373.5% |
| Q1 2022 | $804,000 | -2.8% | 13,461 | +3.4% | 0.10% | +2.1% |
| Q4 2021 | $827,000 | -0.4% | 13,017 | -0.8% | 0.10% | -7.7% |
| Q3 2021 | $830,000 | -7.5% | 13,125 | -3.9% | 0.10% | -9.6% |
| Q2 2021 | $897,000 | -0.6% | 13,657 | -5.1% | 0.12% | -9.4% |
| Q1 2021 | $902,000 | +14.0% | 14,385 | +9.4% | 0.13% | +5.8% |
| Q4 2020 | $791,000 | – | 13,145 | – | 0.12% | – |
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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% |