VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $975,402 | +2.7% | 18,225 | +7.6% | 0.66% | -0.3% |
Q2 2023 | $949,995 | +8.6% | 16,940 | +6.9% | 0.66% | -4.2% |
Q1 2023 | $874,692 | -7.2% | 15,843 | -13.1% | 0.69% | -17.4% |
Q4 2022 | $942,649 | +14.3% | 18,226 | +1.1% | 0.84% | +9.5% |
Q3 2022 | $825,000 | -11.2% | 18,032 | +0.1% | 0.76% | -8.3% |
Q2 2022 | $929,000 | -12.8% | 18,008 | +1.0% | 0.83% | -11.7% |
Q1 2022 | $1,065,000 | -6.5% | 17,828 | -0.5% | 0.94% | -5.0% |
Q4 2021 | $1,139,000 | +2.1% | 17,913 | +1.5% | 0.99% | -4.5% |
Q3 2021 | $1,116,000 | -1.7% | 17,640 | +2.1% | 1.04% | -4.8% |
Q2 2021 | $1,135,000 | +5.5% | 17,284 | +0.7% | 1.09% | -4.0% |
Q1 2021 | $1,076,000 | +3.2% | 17,166 | -1.0% | 1.14% | +11.3% |
Q4 2020 | $1,043,000 | – | 17,341 | – | 1.02% | – |
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% |