VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,846 | -12.6% | 4,388 | -8.5% | 0.01% | -12.5% |
| Q2 2023 | $268,848 | +10.9% | 4,794 | +9.2% | 0.02% | +6.7% |
| Q1 2023 | $242,317 | +3.9% | 4,389 | -2.7% | 0.02% | -11.8% |
| Q4 2022 | $233,286 | +15.5% | 4,511 | +2.3% | 0.02% | 0.0% |
| Q3 2022 | $202,000 | -11.0% | 4,408 | +0.0% | 0.02% | +6.2% |
| Q2 2022 | $227,000 | -8.5% | 4,406 | +5.9% | 0.02% | -20.0% |
| Q1 2022 | $248,000 | -5.7% | 4,159 | +0.3% | 0.02% | -13.0% |
| Q4 2021 | $263,000 | +0.4% | 4,145 | 0.0% | 0.02% | -11.5% |
| Q3 2021 | $262,000 | -3.7% | 4,145 | 0.0% | 0.03% | -16.1% |
| Q2 2021 | $272,000 | +4.6% | 4,145 | 0.0% | 0.03% | -22.5% |
| Q1 2021 | $260,000 | +1.2% | 4,145 | -3.7% | 0.04% | -16.7% |
| Q4 2020 | $257,000 | – | 4,304 | – | 0.05% | – |
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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% |