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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $240,000 | -6.2% | 4,025 | 0.0% | 0.10% | +1.9% |
| Q4 2021 | $256,000 | +0.4% | 4,025 | 0.0% | 0.10% | -3.7% |
| Q3 2021 | $255,000 | -7.9% | 4,025 | -4.7% | 0.11% | -2.7% |
| Q2 2021 | $277,000 | +4.5% | 4,225 | 0.0% | 0.11% | -0.9% |
| Q1 2021 | $265,000 | +4.3% | 4,225 | 0.0% | 0.11% | -0.9% |
| Q4 2020 | $254,000 | +22.7% | 4,225 | +6.3% | 0.11% | +6.7% |
| Q3 2020 | $207,000 | -2.8% | 3,975 | -21.7% | 0.10% | -16.7% |
| Q1 2020 | $213,000 | -48.6% | 5,075 | -31.8% | 0.13% | -28.8% |
| Q4 2019 | $414,000 | -10.8% | 7,437 | -17.2% | 0.18% | -18.1% |
| Q3 2019 | $464,000 | +49.7% | 8,986 | +53.0% | 0.22% | +36.7% |
| Q2 2019 | $310,000 | +1.6% | 5,875 | 0.0% | 0.16% | -1.9% |
| Q1 2019 | $305,000 | +10.1% | 5,875 | 0.0% | 0.16% | -1.8% |
| Q4 2018 | $277,000 | – | 5,875 | – | 0.16% | – |
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% |