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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $352,296 | -4.9% | 6,381 | -10.9% | 0.23% | -20.7% |
| Q4 2022 | $370,419 | +12.6% | 7,162 | -0.4% | 0.30% | +6.1% |
| Q3 2022 | $329,000 | -3.2% | 7,194 | +9.2% | 0.28% | +3.0% |
| Q2 2022 | $340,000 | -1.4% | 6,586 | +14.1% | 0.27% | +21.6% |
| Q1 2022 | $345,000 | -6.8% | 5,770 | -0.9% | 0.22% | -4.3% |
| Q4 2021 | $370,000 | +5.1% | 5,825 | +4.5% | 0.23% | 0.0% |
| Q3 2021 | $352,000 | +2.6% | 5,572 | +6.7% | 0.23% | +0.9% |
| Q2 2021 | $343,000 | +22.9% | 5,220 | +17.4% | 0.23% | +9.5% |
| Q1 2021 | $279,000 | – | 4,445 | – | 0.21% | – |
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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% |