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 | $2,952,117 | -0.0% | 2,933,735 | 0.0% | 0.86% | +3.4% |
| Q2 2023 | $2,953,013 | -1.1% | 2,933,735 | -0.0% | 0.84% | -5.8% |
| Q1 2023 | $2,986,014 | -58.1% | 2,934,338 | -2.7% | 0.89% | -62.7% |
| Q4 2022 | $7,133,403 | +1.3% | 3,014,592 | -0.3% | 2.37% | -8.8% |
| Q3 2022 | $7,042,000 | -8.0% | 3,023,159 | -0.1% | 2.60% | -2.4% |
| Q2 2022 | $7,651,000 | +154.0% | 3,024,787 | +3.1% | 2.66% | +200.0% |
| Q1 2022 | $3,012,000 | -0.2% | 2,934,699 | 0.0% | 0.89% | +5.6% |
| Q4 2021 | $3,017,000 | -3.5% | 2,934,699 | -2.0% | 0.84% | -10.7% |
| Q3 2021 | $3,126,000 | +938.5% | 2,995,321 | +41699.1% | 0.94% | +549.7% |
| Q1 2021 | $301,000 | -14.2% | 7,166 | +6.5% | 0.14% | +5.1% |
| Q3 2020 | $351,000 | 0.0% | 6,728 | -5.8% | 0.14% | -4.8% |
| Q2 2020 | $351,000 | +16.6% | 7,145 | -0.3% | 0.14% | 0.0% |
| Q1 2020 | $301,000 | – | 7,166 | – | 0.14% | – |
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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% |