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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,830 | -17.7% | 351,832 | -13.7% | 8.95% | -3.4% |
| Q2 2023 | $22,866 | -9.8% | 407,746 | -11.2% | 9.26% | -9.4% |
| Q1 2023 | $25,348 | +4.5% | 459,125 | -2.1% | 10.22% | -1.8% |
| Q4 2022 | $24,251 | -99.9% | 468,896 | -2.3% | 10.41% | +8.5% |
| Q3 2022 | $21,976,000 | -13.4% | 480,148 | -2.3% | 9.59% | -4.7% |
| Q2 2022 | $25,367,000 | -16.9% | 491,511 | -3.9% | 10.06% | -1.9% |
| Q1 2022 | $30,540,000 | -12.0% | 511,220 | -11.4% | 10.26% | -36.2% |
| Q4 2021 | $34,714,000 | +6.8% | 577,028 | +12.3% | 16.08% | +34.3% |
| Q3 2021 | $32,514,000 | -3.5% | 513,979 | +0.2% | 11.97% | -16.6% |
| Q2 2021 | $33,701,000 | -6.3% | 513,107 | -10.5% | 14.36% | -5.9% |
| Q1 2021 | $35,964,000 | +3.6% | 573,591 | -0.6% | 15.27% | -5.0% |
| Q4 2020 | $34,714,000 | – | 577,028 | – | 16.08% | – |
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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% |