VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,640,372 | +0.0% | 124,073 | +4.8% | 0.33% | +1.2% |
| Q2 2023 | $6,638,365 | +10.0% | 118,373 | +8.3% | 0.33% | 0.0% |
| Q1 2023 | $6,035,702 | +12.0% | 109,323 | +4.9% | 0.33% | 0.0% |
| Q4 2022 | $5,388,991 | +17.3% | 104,196 | +17.1% | 0.33% | +6.1% |
| Q3 2022 | $4,594,000 | 0.0% | 89,009 | 0.0% | 0.31% | 0.0% |
| Q2 2022 | $4,594,000 | -11.8% | 89,009 | +8.6% | 0.31% | 0.0% |
| Q4 2021 | $5,209,000 | +11.2% | 81,948 | +10.6% | 0.31% | +106.7% |
| Q3 2021 | $4,686,000 | +10.5% | 74,069 | +14.8% | 0.15% | +11.1% |
| Q2 2021 | $4,239,000 | +418.8% | 64,539 | +395.4% | 0.14% | +365.5% |
| Q1 2021 | $817,000 | – | 13,027 | – | 0.03% | – |
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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% |