VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,711,010 | +6.6% | 106,708 | +5.9% | 3.62% | +3.2% |
| Q2 2023 | $5,355,785 | -5.6% | 100,755 | -2.0% | 3.51% | -1.8% |
| Q1 2023 | $5,674,207 | +10.3% | 102,775 | +3.3% | 3.57% | +0.7% |
| Q4 2022 | $5,145,041 | +19.5% | 99,497 | +5.7% | 3.55% | +9.9% |
| Q3 2022 | $4,307,000 | +12.8% | 94,112 | +27.2% | 3.23% | +17.0% |
| Q2 2022 | $3,819,000 | -10.4% | 73,990 | +3.7% | 2.76% | -4.2% |
| Q1 2022 | $4,261,000 | -3.7% | 71,325 | +2.4% | 2.88% | +1.1% |
| Q4 2021 | $4,426,000 | – | 69,628 | – | 2.85% | – |
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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% |