VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,093,414 | -4.6% | 20,430 | 0.0% | 0.72% | +4.3% |
| Q2 2023 | $1,145,714 | +1.6% | 20,430 | 0.0% | 0.69% | -3.2% |
| Q1 2023 | $1,127,940 | +6.7% | 20,430 | 0.0% | 0.72% | -0.4% |
| Q4 2022 | $1,056,640 | +13.0% | 20,430 | 0.0% | 0.72% | +4.7% |
| Q3 2022 | $935,000 | -11.3% | 20,430 | 0.0% | 0.69% | -4.5% |
| Q2 2022 | $1,054,000 | -3.6% | 20,430 | +18.2% | 0.72% | -20.1% |
| Q3 2021 | $1,093,000 | -3.7% | 17,280 | 0.0% | 0.90% | -3.0% |
| Q2 2021 | $1,135,000 | +4.8% | 17,280 | 0.0% | 0.93% | -3.7% |
| Q1 2021 | $1,083,000 | +4.1% | 17,280 | 0.0% | 0.96% | +1.3% |
| Q4 2020 | $1,040,000 | – | 17,280 | – | 0.95% | – |
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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% |