VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 434 filers reported holding VANGUARD STAR FDS in Q1 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $151,000 | -10.1% | 2,924 | -7.9% | 0.06% | -13.8% |
| Q2 2019 | $168,000 | +1.8% | 3,176 | +0.1% | 0.06% | +1.6% |
| Q1 2019 | $165,000 | -3.5% | 3,174 | -12.5% | 0.06% | -20.0% |
| Q4 2018 | $171,000 | -18.2% | 3,628 | -10.4% | 0.08% | -25.9% |
| Q2 2017 | $209,000 | +4.0% | 4,047 | -0.6% | 0.11% | +2.9% |
| Q1 2017 | $201,000 | -0.5% | 4,072 | -4.6% | 0.10% | -7.9% |
| Q4 2016 | $202,000 | -22.0% | 4,270 | -22.4% | 0.11% | -28.3% |
| Q3 2016 | $259,000 | – | 5,500 | – | 0.16% | – |
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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% |