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 | $130,741 | +0.7% | 2,443 | +5.5% | 0.03% | -3.1% |
| Q2 2023 | $129,856 | +7.6% | 2,316 | +6.0% | 0.03% | +3.2% |
| Q1 2023 | $120,638 | +7.0% | 2,185 | +0.2% | 0.03% | -6.1% |
| Q4 2022 | $112,774 | +16.3% | 2,180 | +2.8% | 0.03% | +6.5% |
| Q3 2022 | $97,000 | -4.9% | 2,120 | +6.7% | 0.03% | +3.3% |
| Q2 2022 | $102,000 | -12.8% | 1,986 | +1.1% | 0.03% | -9.1% |
| Q1 2022 | $117,000 | -0.8% | 1,965 | +5.9% | 0.03% | -8.3% |
| Q4 2021 | $118,000 | +1.7% | 1,855 | +1.4% | 0.04% | -5.3% |
| Q3 2021 | $116,000 | +4.5% | 1,830 | +8.2% | 0.04% | 0.0% |
| Q2 2021 | $111,000 | +16.8% | 1,692 | +11.3% | 0.04% | 0.0% |
| Q1 2021 | $95,000 | +26.7% | 1,520 | +22.3% | 0.04% | +18.8% |
| Q4 2020 | $75,000 | +66.7% | 1,243 | +42.9% | 0.03% | +45.5% |
| Q3 2020 | $45,000 | – | 870 | – | 0.02% | – |
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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% |