VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,396,392 | -99.7% | 24,900 | +156.3% | 0.00% | +100.0% |
| Q3 2022 | $444,656,000 | -87.0% | 9,715 | -83.1% | 0.00% | -80.0% |
| Q1 2022 | $3,432,780,000 | -28.8% | 57,462 | -50.0% | 0.01% | -50.0% |
| Q1 2020 | $4,819,358,000 | -24.7% | 114,856 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $6,396,331,000 | +7.8% | 114,856 | 0.0% | 0.01% | +9.1% |
| Q3 2019 | $5,933,461,000 | -2.1% | 114,856 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $6,058,654,000 | – | 114,856 | – | 0.01% | – |
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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% |