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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,000 | -89.7% | 159 | -90.2% | 0.00% | -83.3% |
| Q1 2020 | $68,000 | -29.2% | 1,626 | -4.8% | 0.01% | -14.3% |
| Q4 2019 | $96,000 | +2300.0% | 1,708 | +1982.9% | 0.01% | – |
| Q3 2019 | $4,000 | 0.0% | 82 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 82 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | 0.0% | 82 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | 0.0% | 82 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | -55.6% | 82 | -49.4% | 0.00% | -100.0% |
| Q2 2018 | $9,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $9,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $9,000 | – | 162 | – | 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% |