VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,131 | +7.5% | 3,640 | +5.8% | 0.16% | +3.8% |
| Q1 2023 | $189,922 | +6.7% | 3,440 | 0.0% | 0.16% | +3.9% |
| Q4 2022 | $177,917 | +4.0% | 3,440 | -8.2% | 0.15% | -2.6% |
| Q3 2022 | $171,000 | -17.4% | 3,747 | -6.6% | 0.16% | -12.4% |
| Q2 2022 | $207,000 | -27.4% | 4,013 | -15.1% | 0.18% | -23.3% |
| Q1 2022 | $285,000 | -10.9% | 4,729 | -6.1% | 0.23% | -10.8% |
| Q4 2021 | $320,000 | – | 5,037 | – | 0.26% | – |
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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% |