VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,013,867 | -2.6% | 19,603 | +5.6% | 0.02% | +4.8% |
| Q2 2023 | $1,041,125 | +10.8% | 18,565 | +9.1% | 0.02% | +5.0% |
| Q1 2023 | $939,564 | +47.5% | 17,018 | +38.2% | 0.02% | +66.7% |
| Q4 2022 | $636,788 | +20.4% | 12,312 | +6.5% | 0.01% | +9.1% |
| Q3 2022 | $529,000 | -11.4% | 11,560 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $597,000 | -28.8% | 11,558 | -17.7% | 0.01% | -21.4% |
| Q1 2022 | $839,000 | -5.6% | 14,051 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $889,000 | +19.5% | 13,993 | +19.0% | 0.01% | +7.7% |
| Q3 2021 | $744,000 | +6.0% | 11,759 | +5.1% | 0.01% | 0.0% |
| Q1 2021 | $702,000 | +3.1% | 11,185 | -1.2% | 0.01% | 0.0% |
| Q4 2020 | $681,000 | +10.6% | 11,322 | -4.2% | 0.01% | -7.1% |
| Q3 2020 | $616,000 | -28.4% | 11,820 | -32.4% | 0.01% | -30.0% |
| Q2 2020 | $860,000 | – | 17,485 | – | 0.02% | – |
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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% |