VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,209 | -4.2% | 191 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $10,657 | -69.0% | 190 | -69.5% | 0.00% | -75.0% |
| Q1 2023 | $34,377 | +7.0% | 623 | +0.3% | 0.01% | 0.0% |
| Q4 2022 | $32,137 | +14.8% | 621 | +3.2% | 0.01% | -11.1% |
| Q3 2022 | $28,000 | -12.5% | 602 | -2.0% | 0.01% | -10.0% |
| Q2 2022 | $32,000 | +190.9% | 614 | +239.2% | 0.01% | +233.3% |
| Q4 2021 | $11,000 | -21.4% | 181 | -19.6% | 0.00% | -25.0% |
| Q3 2021 | $14,000 | – | 225 | – | 0.00% | – |
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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% |