VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $369,234 | -12.0% | 6,899 | -7.8% | 0.00% | 0.0% |
| Q2 2023 | $419,422 | +1.6% | 7,479 | -0.0% | 0.00% | 0.0% |
| Q1 2023 | $412,970 | +32.1% | 7,480 | +23.7% | 0.00% | 0.0% |
| Q4 2022 | $312,699 | -11.7% | 6,046 | -21.8% | 0.00% | 0.0% |
| Q3 2022 | $354,000 | +6.3% | 7,729 | +19.5% | 0.00% | 0.0% |
| Q2 2022 | $333,000 | +57.1% | 6,469 | +93.9% | 0.00% | +200.0% |
| Q4 2021 | $212,000 | +3.4% | 3,337 | +6.8% | 0.00% | 0.0% |
| Q2 2021 | $205,000 | +1.5% | 3,125 | -2.9% | 0.00% | -50.0% |
| Q1 2021 | $202,000 | -4.3% | 3,219 | -20.5% | 0.00% | 0.0% |
| Q3 2020 | $211,000 | – | 4,050 | – | 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% |