VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 943 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,359 | -4.6% | 605 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $33,907 | -86.8% | 605 | -85.0% | 0.00% | -80.0% |
| Q4 2021 | $257,000 | +0.4% | 4,040 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $256,000 | -29.1% | 4,040 | -26.6% | 0.01% | -28.6% |
| Q2 2021 | $361,000 | +4.6% | 5,503 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $345,000 | +189.9% | 5,503 | +177.8% | 0.01% | +166.7% |
| Q4 2020 | $119,000 | – | 1,981 | – | 0.00% | – |
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% |