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 | $579,490 | -11.7% | 10,828 | -7.5% | 0.24% | -10.7% |
| Q2 2023 | $656,585 | -4.6% | 11,708 | -6.1% | 0.27% | -9.7% |
| Q1 2023 | $688,082 | +18.9% | 12,463 | -0.9% | 0.30% | +4.9% |
| Q4 2022 | $578,488 | +0.6% | 12,572 | 0.0% | 0.29% | -4.7% |
| Q3 2022 | $575,000 | -29.9% | 12,572 | -24.5% | 0.30% | -28.4% |
| Q2 2022 | $820,000 | -11.3% | 16,656 | 0.0% | 0.42% | -7.3% |
| Q1 2022 | $924,000 | -12.7% | 16,656 | 0.0% | 0.45% | -15.8% |
| Q4 2021 | $1,059,000 | +46.7% | 16,656 | +45.9% | 0.54% | +36.3% |
| Q3 2021 | $722,000 | -3.1% | 11,419 | +0.7% | 0.39% | -14.7% |
| Q2 2021 | $745,000 | +4.6% | 11,338 | -0.1% | 0.46% | -8.7% |
| Q1 2021 | $712,000 | +4.1% | 11,355 | -0.1% | 0.51% | -12.6% |
| Q4 2020 | $684,000 | – | 11,365 | – | 0.58% | – |
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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% |