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 | $272,957 | -4.4% | 5,100 | +0.2% | 0.12% | -3.4% |
| Q2 2023 | $285,506 | +2.7% | 5,091 | +1.1% | 0.12% | -3.3% |
| Q1 2023 | $277,953 | -51.3% | 5,034 | -54.4% | 0.12% | -56.4% |
| Q4 2022 | $570,501 | +14.4% | 11,031 | +1.2% | 0.28% | +11.5% |
| Q3 2022 | $498,799 | -10.8% | 10,898 | +0.6% | 0.25% | -9.6% |
| Q2 2022 | $559,137 | -12.6% | 10,834 | +1.1% | 0.28% | -17.9% |
| Q1 2022 | $640,008 | -6.7% | 10,713 | -0.8% | 0.34% | -42.2% |
| Q4 2021 | $686,315 | +2.9% | 10,796 | +2.4% | 0.59% | -10.5% |
| Q3 2021 | $666,673 | -3.2% | 10,539 | +0.6% | 0.66% | -9.0% |
| Q2 2021 | $688,404 | – | 10,481 | – | 0.72% | – |
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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% |