VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,347 | +7.4% | 4,360 | +12.5% | 0.18% | -8.8% |
| Q2 2023 | $217,366 | +1.6% | 3,876 | 0.0% | 0.19% | -3.0% |
| Q1 2023 | $213,994 | +1.5% | 3,876 | -4.9% | 0.20% | +7.5% |
| Q4 2022 | $210,811 | -34.1% | 4,076 | -41.7% | 0.19% | -48.2% |
| Q3 2022 | $320,000 | -22.0% | 6,988 | -12.0% | 0.36% | -19.0% |
| Q2 2022 | $410,000 | -16.0% | 7,940 | -2.8% | 0.44% | -16.4% |
| Q1 2022 | $488,000 | -6.0% | 8,165 | 0.0% | 0.53% | +3.5% |
| Q4 2021 | $519,000 | – | 8,165 | – | 0.51% | – |
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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% |