VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $96,000 | -1.0% | 2,160 | 0.0% | 0.30% | -6.8% |
| Q1 2016 | $97,000 | 0.0% | 2,160 | 0.0% | 0.32% | +5.5% |
| Q4 2015 | $97,000 | +1.0% | 2,160 | 0.0% | 0.31% | -2.2% |
| Q3 2015 | $96,000 | -11.9% | 2,160 | 0.0% | 0.31% | -2.5% |
| Q2 2015 | $109,000 | 0.0% | 2,160 | 0.0% | 0.32% | +1.9% |
| Q1 2015 | $109,000 | +4.8% | 2,160 | 0.0% | 0.32% | +7.5% |
| Q4 2014 | $104,000 | -5.5% | 2,160 | 0.0% | 0.29% | -1.0% |
| Q3 2014 | $110,000 | +13.4% | 2,160 | +21.0% | 0.30% | +19.3% |
| Q2 2014 | $97,000 | +4.3% | 1,785 | 0.0% | 0.25% | -0.8% |
| Q1 2014 | $93,000 | +17.7% | 1,785 | +19.0% | 0.25% | +21.3% |
| Q4 2013 | $79,000 | +5.3% | 1,500 | 0.0% | 0.21% | -5.0% |
| Q3 2013 | $75,000 | – | 1,500 | – | 0.22% | – |
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% |