VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,343,587 | +95206.5% | 43,789 | -0.1% | 0.93% | +0.6% |
| Q2 2023 | $2,459 | -0.7% | 43,848 | -2.4% | 0.92% | -4.5% |
| Q1 2023 | $2,477 | +5.8% | 44,937 | -0.6% | 0.97% | +2.3% |
| Q4 2022 | $2,342 | -99.9% | 45,204 | -5.4% | 0.95% | -8.6% |
| Q3 2022 | $2,186,000 | -11.0% | 47,805 | 0.0% | 1.04% | -9.7% |
| Q2 2022 | $2,456,000 | -3.8% | 47,805 | +11.7% | 1.15% | +10.8% |
| Q1 2022 | $2,552,000 | -6.2% | 42,788 | 0.0% | 1.03% | -0.1% |
| Q4 2021 | $2,720,000 | +0.5% | 42,788 | 0.0% | 1.04% | +1.1% |
| Q3 2021 | $2,707,000 | -5.6% | 42,788 | -2.1% | 1.02% | -7.5% |
| Q2 2021 | $2,869,000 | +14.1% | 43,688 | +8.9% | 1.11% | +4.8% |
| Q1 2021 | $2,514,000 | +13.7% | 40,102 | +9.1% | 1.06% | +14.0% |
| Q4 2020 | $2,211,000 | +38.7% | 36,749 | +20.3% | 0.93% | +9.6% |
| Q3 2020 | $1,594,000 | – | 30,545 | – | 0.84% | – |
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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% |