VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $127,752 | -4.6% | 2,387 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $133,863 | +1.6% | 2,387 | 0.0% | 0.07% | -2.6% |
| Q1 2023 | $131,786 | +40.4% | 2,387 | +31.5% | 0.08% | +33.3% |
| Q4 2022 | $93,872 | +13.1% | 1,815 | 0.0% | 0.06% | +1.8% |
| Q3 2022 | $83,000 | -11.7% | 1,815 | 0.0% | 0.06% | -8.2% |
| Q2 2022 | $94,000 | -13.0% | 1,815 | 0.0% | 0.06% | -3.2% |
| Q1 2022 | $108,000 | -61.6% | 1,815 | -58.9% | 0.06% | -61.6% |
| Q4 2021 | $281,000 | +215.7% | 4,415 | +214.2% | 0.16% | +187.7% |
| Q3 2021 | $89,000 | -3.3% | 1,405 | 0.0% | 0.06% | -12.3% |
| Q2 2021 | $92,000 | +4.5% | 1,405 | 0.0% | 0.06% | -1.5% |
| Q1 2021 | $88,000 | +3.5% | 1,405 | 0.0% | 0.07% | -13.2% |
| Q4 2020 | $85,000 | – | 1,405 | – | 0.08% | – |
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% |