VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $143,113 | -34.9% | 2,674 | -31.8% | 0.07% | -38.5% |
| Q2 2023 | $219,778 | +53.8% | 3,919 | +51.4% | 0.11% | +36.2% |
| Q1 2023 | $142,884 | +1.6% | 2,588 | -4.9% | 0.08% | -4.8% |
| Q4 2022 | $140,691 | -12.6% | 2,720 | -22.8% | 0.08% | -16.0% |
| Q3 2022 | $161,000 | -11.0% | 3,524 | +0.3% | 0.10% | -9.1% |
| Q2 2022 | $181,000 | -13.8% | 3,512 | +0.0% | 0.11% | -4.3% |
| Q1 2022 | $210,000 | -5.0% | 3,511 | +1.2% | 0.12% | -16.1% |
| Q4 2021 | $221,000 | +0.9% | 3,471 | +0.2% | 0.14% | -22.2% |
| Q3 2021 | $219,000 | -3.9% | 3,464 | 0.0% | 0.18% | -4.3% |
| Q2 2021 | $228,000 | +9.6% | 3,464 | 0.0% | 0.18% | -7.5% |
| Q4 2020 | $208,000 | – | 3,464 | – | 0.20% | – |
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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% |