VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,185,688 | +26.3% | 20,457 | +16.6% | 0.16% | +30.2% |
| Q3 2023 | $938,722 | +10.4% | 17,540 | +15.7% | 0.13% | +3.3% |
| Q2 2023 | $850,262 | +0.7% | 15,162 | -0.9% | 0.12% | -8.3% |
| Q1 2023 | $844,260 | +9.7% | 15,292 | +2.7% | 0.13% | -1.5% |
| Q4 2022 | $769,862 | -8.6% | 14,885 | -19.1% | 0.14% | -36.0% |
| Q3 2022 | $842,000 | -0.6% | 18,390 | +12.1% | 0.21% | -11.7% |
| Q2 2022 | $847,000 | -9.3% | 16,408 | +4.9% | 0.24% | +2.6% |
| Q1 2022 | $934,000 | -2.6% | 15,635 | +3.6% | 0.23% | -6.8% |
| Q4 2021 | $959,000 | +19.6% | 15,093 | +19.1% | 0.25% | -4.6% |
| Q3 2021 | $802,000 | -71.1% | 12,672 | -70.1% | 0.26% | -70.2% |
| Q2 2021 | $2,779,000 | +1.7% | 42,317 | -2.9% | 0.88% | -10.7% |
| Q1 2021 | $2,732,000 | +11.4% | 43,576 | +6.9% | 0.98% | +0.2% |
| Q4 2020 | $2,452,000 | – | 40,754 | – | 0.98% | – |
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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% |