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 | $55,927,937 | -1.8% | 1,042,848 | +1.6% | 4.55% | +0.5% |
| Q2 2023 | $56,973,136 | +2.5% | 1,026,543 | +1.6% | 4.53% | -1.0% |
| Q1 2023 | $55,588,850 | +11.3% | 1,010,339 | +4.6% | 4.57% | +5.1% |
| Q4 2022 | $49,935,866 | +23.4% | 965,504 | +9.6% | 4.35% | +12.5% |
| Q3 2022 | $40,453,000 | +31.4% | 881,153 | +48.2% | 3.87% | +35.4% |
| Q2 2022 | $30,797,000 | +2.2% | 594,538 | +19.7% | 2.86% | +9.1% |
| Q1 2022 | $30,143,000 | – | 496,508 | – | 2.62% | – |
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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% |