VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 425 filers reported holding VANGUARD STAR FDS in Q3 2019. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $228,000 | +34.1% | 3,794 | -6.2% | 0.11% | -16.4% |
| Q1 2020 | $170,000 | -22.7% | 4,044 | +2.5% | 0.13% | +151.0% |
| Q4 2019 | $220,000 | +7.8% | 3,944 | 0.0% | 0.05% | -55.7% |
| Q3 2019 | $204,000 | -1.9% | 3,944 | 0.0% | 0.12% | +6.5% |
| Q2 2019 | $208,000 | -2.3% | 3,944 | -0.1% | 0.11% | +11.3% |
| Q3 2018 | $213,000 | -0.5% | 3,949 | 0.0% | 0.10% | -12.6% |
| Q2 2018 | $214,000 | -19.9% | 3,949 | -16.2% | 0.11% | -37.3% |
| Q1 2018 | $267,000 | +0.4% | 4,714 | +0.7% | 0.18% | +33.1% |
| Q4 2017 | $266,000 | +4.7% | 4,681 | +0.9% | 0.13% | -0.7% |
| Q3 2017 | $254,000 | +17.1% | 4,641 | +11.0% | 0.13% | -3.6% |
| Q2 2017 | $217,000 | -5.2% | 4,181 | -9.2% | 0.14% | +13.0% |
| Q1 2017 | $229,000 | +11.7% | 4,606 | +3.0% | 0.12% | +0.8% |
| Q4 2016 | $205,000 | -12.8% | 4,471 | -10.1% | 0.12% | -17.6% |
| Q3 2016 | $235,000 | +5.9% | 4,971 | -0.5% | 0.15% | +0.7% |
| Q2 2016 | $222,000 | +3.3% | 4,994 | +4.2% | 0.15% | -10.4% |
| Q1 2016 | $215,000 | +2.9% | 4,794 | +3.5% | 0.16% | -8.9% |
| Q4 2015 | $209,000 | +2.0% | 4,631 | +0.0% | 0.18% | -13.9% |
| Q3 2015 | $205,000 | -12.0% | 4,630 | +0.2% | 0.21% | +19.4% |
| Q2 2015 | $233,000 | +11.5% | 4,620 | +11.5% | 0.18% | +27.7% |
| Q1 2015 | $209,000 | -1.4% | 4,145 | -5.6% | 0.14% | -8.1% |
| Q4 2014 | $212,000 | -5.4% | 4,389 | 0.0% | 0.15% | -19.0% |
| Q3 2014 | $224,000 | +0.9% | 4,389 | +7.3% | 0.18% | -8.0% |
| Q2 2014 | $222,000 | – | 4,089 | – | 0.20% | – |
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% |