VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,176,388 | -4.2% | 59,350 | +0.4% | 1.24% | -0.6% |
| Q2 2023 | $3,315,207 | +2.4% | 59,116 | +0.8% | 1.25% | -2.4% |
| Q1 2023 | $3,237,355 | +6.9% | 58,637 | +0.2% | 1.28% | +1.1% |
| Q4 2022 | $3,027,701 | +14.0% | 58,540 | +0.9% | 1.27% | +6.8% |
| Q3 2022 | $2,656,000 | -10.9% | 58,028 | +0.4% | 1.19% | -8.0% |
| Q2 2022 | $2,982,000 | -12.9% | 57,777 | +0.8% | 1.29% | -4.2% |
| Q1 2022 | $3,424,000 | -5.9% | 57,311 | +0.1% | 1.35% | -4.9% |
| Q4 2021 | $3,639,000 | +1.6% | 57,241 | +1.1% | 1.42% | -0.8% |
| Q3 2021 | $3,583,000 | -3.3% | 56,637 | +0.4% | 1.43% | +2.1% |
| Q2 2021 | $3,705,000 | +5.3% | 56,414 | +0.6% | 1.40% | +0.1% |
| Q1 2021 | $3,518,000 | +45.7% | 56,102 | +39.8% | 1.40% | +42.8% |
| Q4 2020 | $2,414,000 | +16.4% | 40,129 | +1.0% | 0.98% | +20.4% |
| Q3 2020 | $2,073,000 | +6.8% | 39,737 | +0.7% | 0.81% | -7.8% |
| Q2 2020 | $1,941,000 | +17.8% | 39,475 | +0.5% | 0.88% | +3.4% |
| Q1 2020 | $1,648,000 | -24.4% | 39,273 | +0.3% | 0.85% | -13.9% |
| Q4 2019 | $2,181,000 | – | 39,172 | – | 0.99% | – |
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% |