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 | $52,702 | -4.0% | 985 | +0.6% | 0.03% | -3.7% |
Q2 2023 | $54,924 | +2.7% | 979 | +1.0% | 0.03% | -3.6% |
Q1 2023 | $53,472 | +7.0% | 969 | +0.3% | 0.03% | -3.4% |
Q4 2022 | $49,979 | +13.6% | 966 | +1.2% | 0.03% | +11.5% |
Q3 2022 | $44,000 | -63.3% | 955 | -58.8% | 0.03% | -64.9% |
Q2 2022 | $120,000 | +62.2% | 2,319 | +87.2% | 0.07% | +105.6% |
Q1 2022 | $74,000 | +289.5% | 1,239 | +313.0% | 0.04% | +300.0% |
Q4 2021 | $19,000 | – | 300 | – | 0.01% | – |
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% |