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 | $9,215,716 | -9.7% | 172,192 | -5.4% | 1.18% | -1.3% |
| Q2 2023 | $10,208,495 | +0.5% | 182,035 | -1.0% | 1.20% | -5.3% |
| Q1 2023 | $10,154,610 | +6.9% | 183,927 | +0.2% | 1.27% | -6.0% |
| Q4 2022 | $9,495,533 | +62.6% | 183,595 | +43.8% | 1.35% | +1.6% |
| Q3 2022 | $5,841,000 | -25.3% | 127,638 | -15.8% | 1.33% | +34.1% |
| Q2 2022 | $7,818,000 | +175.1% | 151,500 | +218.4% | 0.99% | +282.2% |
| Q1 2022 | $2,842,000 | +40.5% | 47,583 | +49.5% | 0.26% | +37.0% |
| Q4 2021 | $2,023,000 | +9.8% | 31,835 | +9.3% | 0.19% | +0.5% |
| Q3 2021 | $1,843,000 | -3.7% | 29,135 | 0.0% | 0.19% | -6.0% |
| Q2 2021 | $1,913,000 | +4.8% | 29,135 | 0.0% | 0.20% | -0.5% |
| Q1 2021 | $1,826,000 | +4.2% | 29,135 | 0.0% | 0.20% | +2.0% |
| Q4 2020 | $1,752,000 | – | 29,135 | – | 0.20% | – |
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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% |