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 | $239,446 | -21.2% | 4,560 | -17.9% | 0.04% | -18.9% |
Q2 2023 | $304,028 | -62.7% | 5,551 | -62.5% | 0.05% | -63.9% |
Q1 2023 | $816,039 | -5.7% | 14,786 | -8.2% | 0.15% | -7.5% |
Q4 2022 | $865,751 | -12.5% | 16,113 | -22.9% | 0.16% | -20.1% |
Q3 2022 | $989,000 | +32.8% | 20,911 | +41.9% | 0.20% | +36.3% |
Q2 2022 | $745,000 | +9.6% | 14,739 | +28.4% | 0.15% | +17.7% |
Q1 2022 | $680,000 | +185.7% | 11,478 | +194.8% | 0.12% | +181.8% |
Q4 2021 | $238,000 | – | 3,893 | – | 0.04% | – |
Download |
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% |