VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 214 filers reported holding VANGUARD STAR FDS in Q3 2016. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $46,697,000 | +1729.1% | 895,100 | +1623.6% | 1.65% | +800.0% |
| Q2 2020 | $2,553,000 | +61.4% | 51,931 | +37.7% | 0.18% | +32.6% |
| Q1 2020 | $1,582,000 | +375.1% | 37,709 | +530.8% | 0.14% | +527.3% |
| Q4 2019 | $333,000 | +55.6% | 5,978 | +47.6% | 0.02% | +37.5% |
| Q2 2019 | $214,000 | +8.1% | 4,051 | +6.1% | 0.02% | +6.7% |
| Q1 2019 | $198,000 | +28.6% | 3,818 | +17.3% | 0.02% | +7.1% |
| Q4 2018 | $154,000 | -12.5% | 3,254 | +0.1% | 0.01% | -6.7% |
| Q3 2018 | $176,000 | 0.0% | 3,252 | 0.0% | 0.02% | -6.2% |
| Q2 2018 | $176,000 | -4.3% | 3,252 | +0.1% | 0.02% | -5.9% |
| Q1 2018 | $184,000 | -0.5% | 3,250 | 0.0% | 0.02% | -5.6% |
| Q4 2017 | $185,000 | +3.9% | 3,250 | +0.1% | 0.02% | -5.3% |
| Q3 2017 | $178,000 | +58.9% | 3,248 | +50.6% | 0.02% | +46.2% |
| Q2 2017 | $112,000 | +12.0% | 2,156 | +7.6% | 0.01% | -7.1% |
| Q1 2017 | $100,000 | +8.7% | 2,004 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $92,000 | -3.2% | 2,004 | 0.0% | 0.01% | -6.7% |
| Q3 2016 | $95,000 | +6.7% | 2,004 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $89,000 | 0.0% | 2,004 | +1.1% | 0.02% | -6.2% |
| Q1 2016 | $89,000 | 0.0% | 1,982 | 0.0% | 0.02% | -5.9% |
| Q4 2015 | $89,000 | – | 1,982 | – | 0.02% | – |
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% |