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 | $737,934 | -4.0% | 13,788 | +0.5% | 0.65% | -0.5% |
| Q2 2023 | $769,025 | +5.4% | 13,713 | +3.8% | 0.65% | +0.3% |
| Q1 2023 | $729,490 | +2.4% | 13,213 | -4.0% | 0.65% | -5.1% |
| Q4 2022 | $712,133 | +9.1% | 13,769 | -3.5% | 0.68% | -5.7% |
| Q3 2022 | $653,000 | -15.5% | 14,269 | -4.7% | 0.72% | -16.1% |
| Q2 2022 | $773,000 | -15.7% | 14,969 | -2.4% | 0.86% | -5.4% |
| Q1 2022 | $917,000 | -6.6% | 15,344 | -0.6% | 0.91% | -8.3% |
| Q4 2021 | $982,000 | – | 15,444 | – | 1.00% | – |
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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% |