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 | $486,618 | -5.2% | 9,092 | -2.2% | 0.18% | -12.1% |
| Q1 2023 | $513,521 | +11.2% | 9,301 | +4.2% | 0.21% | +7.3% |
| Q4 2022 | $461,610 | +14.5% | 8,925 | +1.2% | 0.19% | +1.6% |
| Q3 2022 | $403,000 | -11.0% | 8,818 | +0.6% | 0.19% | -10.0% |
| Q2 2022 | $453,000 | +16.2% | 8,768 | +34.4% | 0.21% | +27.9% |
| Q1 2022 | $390,000 | -5.8% | 6,526 | +0.2% | 0.16% | 0.0% |
| Q4 2021 | $414,000 | +2.0% | 6,515 | +1.5% | 0.16% | -11.3% |
| Q3 2021 | $406,000 | -3.1% | 6,419 | +0.5% | 0.19% | -2.1% |
| Q2 2021 | $419,000 | +69.6% | 6,384 | +55.3% | 0.19% | +42.9% |
| Q4 2020 | $247,000 | – | 4,110 | – | 0.13% | – |
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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% |