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 | $3,358,183 | -4.5% | 63,302 | +3.5% | 0.34% | -10.3% |
Q2 2023 | $3,515,101 | +61.9% | 61,175 | +56.2% | 0.38% | +32.5% |
Q1 2023 | $2,170,675 | +8.8% | 39,168 | +5.5% | 0.29% | -4.3% |
Q4 2022 | $1,995,413 | +36.1% | 37,138 | +15.9% | 0.30% | +1.4% |
Q3 2022 | $1,466,000 | -17.5% | 32,035 | -7.0% | 0.30% | -23.0% |
Q2 2022 | $1,778,000 | -35.9% | 34,458 | -24.3% | 0.38% | -38.0% |
Q1 2022 | $2,772,000 | -3.2% | 45,536 | +1.9% | 0.62% | -30.0% |
Q4 2021 | $2,865,000 | – | 44,673 | – | 0.88% | – |
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% |