VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,945,500 | -19.3% | 73,720 | -15.5% | 0.44% | -17.1% |
| Q2 2023 | $4,889,760 | +1.4% | 87,193 | -0.1% | 0.53% | -3.8% |
| Q1 2023 | $4,820,676 | +6.7% | 87,315 | -0.0% | 0.55% | -6.9% |
| Q4 2022 | $4,517,348 | +16.0% | 87,342 | +2.7% | 0.59% | +5.7% |
| Q3 2022 | $3,893,000 | -11.4% | 85,051 | -0.1% | 0.56% | -6.8% |
| Q2 2022 | $4,393,000 | -9.1% | 85,110 | +12.0% | 0.60% | +14.9% |
| Q4 2021 | $4,831,000 | +3.0% | 75,998 | +2.5% | 0.52% | -18.4% |
| Q3 2021 | $4,689,000 | +97.8% | 74,127 | +64.9% | 0.64% | +0.9% |
| Q2 2019 | $2,371,000 | +45.7% | 44,964 | +49.9% | 0.64% | +13.3% |
| Q3 2018 | $1,627,000 | +0.9% | 29,999 | +5.7% | 0.56% | -8.0% |
| Q4 2017 | $1,612,000 | +6.4% | 28,382 | +2.5% | 0.61% | +3.9% |
| Q3 2017 | $1,515,000 | +8.5% | 27,691 | +3.0% | 0.59% | +7.9% |
| Q2 2017 | $1,396,000 | +19.5% | 26,876 | +14.3% | 0.54% | +13.8% |
| Q1 2017 | $1,168,000 | +20.4% | 23,512 | +11.1% | 0.48% | -4.8% |
| Q4 2016 | $970,000 | +200.3% | 21,157 | +209.1% | 0.50% | +141.8% |
| Q3 2016 | $323,000 | +39.8% | 6,844 | +31.3% | 0.21% | +18.9% |
| Q2 2016 | $231,000 | – | 5,213 | – | 0.18% | – |
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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% |