VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $211,000 | -10.2% | 4,080 | +3.8% | 0.00% | 0.0% |
| Q1 2022 | $235,000 | +2.2% | 3,930 | +8.5% | 0.00% | 0.0% |
| Q4 2021 | $230,000 | +0.4% | 3,622 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $229,000 | +2.7% | 3,622 | +6.7% | 0.00% | 0.0% |
| Q2 2021 | $223,000 | +4.7% | 3,393 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $213,000 | -73.6% | 3,393 | -74.7% | 0.00% | -75.0% |
| Q4 2020 | $807,000 | -9.1% | 13,415 | -21.2% | 0.01% | -20.0% |
| Q3 2020 | $888,000 | +240.2% | 17,026 | +220.5% | 0.01% | +233.3% |
| Q2 2020 | $261,000 | +17.0% | 5,312 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $223,000 | -99.9% | 5,312 | +25.3% | 0.00% | 0.0% |
| Q1 2018 | $239,772,000 | – | 4,240 | – | 0.00% | – |
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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% |