VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $865,648 | -50.7% | 16,174 | -48.3% | 0.03% | -76.4% |
| Q2 2023 | $1,755,879 | -4.0% | 31,310 | -5.5% | 0.13% | -8.0% |
| Q1 2023 | $1,829,339 | -31.1% | 33,134 | -35.4% | 0.14% | -37.0% |
| Q4 2022 | $2,654,073 | +49.0% | 51,316 | +31.8% | 0.22% | +29.6% |
| Q3 2022 | $1,781,000 | +6.4% | 38,922 | +20.0% | 0.17% | +9.7% |
| Q2 2022 | $1,674,000 | -7.6% | 32,440 | +7.0% | 0.15% | +9.2% |
| Q1 2022 | $1,811,000 | +175.6% | 30,312 | +193.3% | 0.14% | +193.8% |
| Q4 2021 | $657,000 | – | 10,336 | – | 0.05% | – |
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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% |