VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 506 filers reported holding VANGUARD STAR FDS in Q1 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $284,494 | -82.8% | 5,073 | -81.6% | 0.12% | -80.6% |
Q1 2022 | $1,651,000 | -87.8% | 27,638 | -91.4% | 0.62% | -89.8% |
Q1 2020 | $13,515,000 | -25.1% | 322,081 | -0.6% | 6.07% | -8.5% |
Q4 2019 | $18,046,000 | +254.0% | 324,050 | +228.4% | 6.64% | +168.6% |
Q3 2019 | $5,098,000 | – | 98,682 | – | 2.47% | – |
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% |