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 | $4,627,713 | -9.9% | 86,467 | -5.5% | 3.40% | -2.9% |
Q2 2023 | $5,133,744 | +3.2% | 91,543 | +1.6% | 3.50% | +3.4% |
Q1 2023 | $4,975,942 | +6.3% | 90,128 | -0.4% | 3.38% | +3.5% |
Q4 2022 | $4,679,865 | +13.0% | 90,485 | +0.0% | 3.27% | +0.8% |
Q3 2022 | $4,141,000 | -11.5% | 90,477 | -0.2% | 3.24% | -14.8% |
Q2 2022 | $4,677,000 | -13.3% | 90,626 | +0.3% | 3.80% | +1.3% |
Q1 2022 | $5,397,000 | -6.6% | 90,337 | -0.6% | 3.76% | -5.5% |
Q4 2021 | $5,779,000 | +4.0% | 90,879 | +3.5% | 3.97% | -4.8% |
Q3 2021 | $5,556,000 | -1.7% | 87,830 | +2.0% | 4.18% | +3.8% |
Q2 2021 | $5,654,000 | +9.0% | 86,082 | +4.0% | 4.02% | -1.0% |
Q1 2021 | $5,189,000 | +14.0% | 82,757 | +9.4% | 4.06% | +7.5% |
Q4 2020 | $4,553,000 | – | 75,674 | – | 3.78% | – |
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% |