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 | $1,338,589 | +4.9% | 25,011 | +10.0% | 0.20% | +21.2% |
| Q2 2023 | $1,275,540 | +4.1% | 22,745 | +2.5% | 0.16% | +2.5% |
| Q1 2023 | $1,225,717 | +6.7% | 22,201 | 0.0% | 0.16% | +1.3% |
| Q4 2022 | $1,148,236 | +116.6% | 22,201 | +91.6% | 0.16% | +87.1% |
| Q3 2022 | $530,000 | -9.4% | 11,590 | +2.2% | 0.08% | -5.6% |
| Q2 2022 | $585,000 | -13.5% | 11,336 | +0.2% | 0.09% | -1.1% |
| Q1 2022 | $676,000 | -5.8% | 11,317 | +0.2% | 0.09% | -4.2% |
| Q4 2021 | $718,000 | -3.0% | 11,293 | 0.0% | 0.10% | -5.0% |
| Q3 2021 | $740,000 | -0.3% | 11,293 | 0.0% | 0.10% | -2.0% |
| Q2 2021 | $742,000 | +4.1% | 11,293 | -0.6% | 0.10% | -3.8% |
| Q1 2021 | $713,000 | +4.2% | 11,364 | 0.0% | 0.11% | -10.2% |
| Q4 2020 | $684,000 | – | 11,364 | – | 0.12% | – |
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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% |