VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 279 filers reported holding VANGUARD STAR FDS in Q2 2017. The put-call ratio across all filers is 0.91 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $12,385,000 | +1121.4% | 218 | -98.8% | 1.70% | +1905.9% |
| Q3 2017 | $1,014,000 | -15.4% | 18,536 | -19.6% | 0.08% | -6.6% |
| Q2 2017 | $1,199,000 | -41.1% | 23,061 | -43.7% | 0.09% | -40.9% |
| Q1 2017 | $2,037,000 | +12.5% | 40,973 | +8.5% | 0.15% | +9.2% |
| Q4 2016 | $1,811,000 | +11.2% | 37,748 | +6.9% | 0.14% | +9.3% |
| Q3 2016 | $1,628,000 | +14.6% | 35,298 | +14.5% | 0.13% | +17.3% |
| Q2 2016 | $1,421,000 | +24.5% | 30,831 | +21.1% | 0.11% | +11.1% |
| Q1 2016 | $1,141,000 | +391.8% | 25,462 | +356.8% | 0.10% | +421.1% |
| Q4 2015 | $232,000 | -73.4% | 5,574 | -66.4% | 0.02% | -75.6% |
| Q1 2015 | $873,000 | -99.3% | 16,609 | +494.5% | 0.08% | +766.7% |
| Q4 2014 | $132,268,000 | – | 2,794 | – | 0.01% | – |
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% |