VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 260 filers reported holding VANGUARD STAR FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,071 | -4.5% | 20 | 0.0% | 0.00% | – |
Q2 2023 | $1,122 | -96.5% | 20 | -96.0% | 0.00% | -100.0% |
Q4 2021 | $32,000 | +540.0% | 500 | +566.7% | 0.00% | – |
Q4 2020 | $5,000 | 0.0% | 75 | -25.0% | 0.00% | – |
Q2 2020 | $5,000 | +25.0% | 100 | 0.0% | 0.00% | – |
Q1 2020 | $4,000 | -42.9% | 100 | -37.5% | 0.00% | -100.0% |
Q4 2016 | $7,000 | -12.5% | 160 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $8,000 | +14.3% | 160 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $7,000 | -74.1% | 160 | -69.4% | 0.00% | -66.7% |
Q3 2014 | $27,000 | -3.6% | 523 | 0.0% | 0.00% | -25.0% |
Q2 2014 | $28,000 | +3.7% | 523 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $27,000 | – | 523 | – | 0.00% | – |
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% |