VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $604,711 | -4.2% | 11,299 | +0.4% | 0.14% | -6.6% |
| Q2 2023 | $631,005 | +2.5% | 11,252 | +0.9% | 0.15% | -38.6% |
| Q1 2023 | $615,900 | +2.9% | 11,156 | +0.2% | 0.25% | +1.2% |
| Q4 2022 | $598,366 | +11.2% | 11,137 | -5.9% | 0.24% | -0.8% |
| Q3 2022 | $538,000 | -15.4% | 11,835 | -3.6% | 0.24% | -13.4% |
| Q2 2022 | $636,000 | -15.3% | 12,277 | -9.2% | 0.28% | -0.7% |
| Q1 2022 | $751,000 | -13.3% | 13,526 | +0.1% | 0.28% | -2.4% |
| Q4 2021 | $866,000 | +15.0% | 13,513 | +16.7% | 0.29% | +3.2% |
| Q3 2021 | $753,000 | +8.0% | 11,581 | +7.8% | 0.28% | -6.0% |
| Q2 2021 | $697,000 | +43.4% | 10,745 | +38.6% | 0.30% | +23.9% |
| Q1 2021 | $486,000 | +7.0% | 7,752 | +2.7% | 0.24% | -18.2% |
| Q4 2020 | $454,000 | – | 7,546 | – | 0.30% | – |
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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% |