VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 943 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $171,158 | +380.6% | 3,198 | +403.6% | 0.00% | +300.0% |
| Q2 2023 | $35,611 | -29.4% | 635 | -30.4% | 0.00% | 0.0% |
| Q1 2023 | $50,407 | +6.7% | 913 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $47,220 | -79.2% | 913 | -81.6% | 0.00% | -83.3% |
| Q3 2022 | $227,000 | +383.0% | 4,968 | +444.1% | 0.01% | +500.0% |
| Q2 2022 | $47,000 | -14.5% | 913 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $55,000 | -5.2% | 913 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $58,000 | 0.0% | 913 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $58,000 | +38.1% | 913 | +43.8% | 0.00% | 0.0% |
| Q2 2021 | $42,000 | -6.7% | 635 | -11.4% | 0.00% | 0.0% |
| Q1 2021 | $45,000 | -33.8% | 717 | -36.9% | 0.00% | -50.0% |
| Q4 2020 | $68,000 | +15.3% | 1,136 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $59,000 | +90.3% | 1,136 | +78.9% | 0.00% | +100.0% |
| Q2 2020 | $31,000 | -67.4% | 635 | -65.6% | 0.00% | -66.7% |
| Q3 2019 | $95,000 | – | 1,844 | – | 0.00% | – |
Download | ||||||
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% |