VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 347 filers reported holding VANGUARD STAR FDS in Q4 2017. The put-call ratio across all filers is 1.63 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $2,320,000 | +0.2% | 44,918 | +2.3% | 0.88% | +0.7% |
| Q2 2019 | $2,316,000 | +1.2% | 43,910 | -0.4% | 0.88% | -3.1% |
| Q1 2019 | $2,288,000 | +7526.7% | 44,101 | 0.0% | 0.91% | +5235.3% |
| Q4 2018 | $30,000 | -11.8% | 44,101 | +9.7% | 0.02% | -10.5% |
| Q3 2018 | $34,000 | -17.1% | 40,184 | +5146.0% | 0.02% | +5.6% |
| Q2 2018 | $41,000 | -98.2% | 766 | -98.1% | 0.02% | -98.3% |
| Q1 2018 | $2,292,000 | -60.7% | 40,547 | -60.5% | 1.05% | -79.4% |
| Q4 2017 | $5,835,000 | +54.8% | 102,714 | +49.2% | 5.09% | -3.9% |
| Q3 2017 | $3,769,000 | +99.7% | 68,859 | +96.9% | 5.30% | +448.6% |
| Q2 2017 | $1,887,000 | -46.5% | 34,967 | -50.7% | 0.97% | -47.9% |
| Q1 2017 | $3,525,000 | +9.6% | 70,952 | +1.4% | 1.85% | +4.4% |
| Q4 2016 | $3,217,000 | – | 70,005 | – | 1.78% | – |
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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% |