VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,094,515 | +23.1% | 87,897 | +13.6% | 2.39% | -2.2% |
| Q3 2023 | $4,139,562 | -28.1% | 77,346 | -24.7% | 2.45% | -32.2% |
| Q2 2023 | $5,759,308 | +283.5% | 102,698 | +277.6% | 3.61% | +247.9% |
| Q1 2023 | $1,501,661 | +8.1% | 27,199 | +1.3% | 1.04% | -8.1% |
| Q4 2022 | $1,388,531 | +25.1% | 26,847 | +10.7% | 1.13% | +34.7% |
| Q3 2022 | $1,110,000 | +17.0% | 24,243 | +31.9% | 0.84% | +24.7% |
| Q2 2022 | $949,000 | -41.8% | 18,385 | -32.7% | 0.67% | -17.6% |
| Q1 2022 | $1,631,000 | +38.0% | 27,302 | +46.8% | 0.82% | +60.3% |
| Q4 2021 | $1,182,000 | – | 18,593 | – | 0.51% | – |
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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% |