VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 397 filers reported holding VANGUARD STAR FDS in Q3 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $3,759,000 | -13.5% | 71,603 | -0.9% | 0.84% | -24.5% |
| Q4 2020 | $4,345,000 | +16.3% | 72,232 | +0.9% | 1.12% | +1.4% |
| Q3 2020 | $3,735,000 | -66.1% | 71,601 | -68.0% | 1.10% | -67.7% |
| Q2 2020 | $11,010,000 | +14.6% | 223,916 | -2.2% | 3.41% | -3.6% |
| Q1 2020 | $9,610,000 | -24.5% | 229,023 | +0.2% | 3.54% | +7.1% |
| Q4 2019 | $12,728,000 | +9.6% | 228,546 | +1.6% | 3.30% | -1.5% |
| Q3 2019 | $11,617,000 | -1.5% | 224,875 | +0.5% | 3.35% | -1.3% |
| Q2 2019 | $11,799,000 | -15.7% | 223,667 | -17.1% | 3.40% | -17.8% |
| Q1 2019 | $14,004,000 | -16.3% | 269,830 | -23.8% | 4.13% | -2.9% |
| Q4 2018 | $16,731,000 | -14.4% | 354,321 | -2.2% | 4.25% | -27.1% |
| Q3 2018 | $19,556,000 | +18886.4% | 362,156 | +18880.9% | 5.84% | +12589.1% |
| Q2 2018 | $103,000 | -4.6% | 1,908 | 0.0% | 0.05% | -16.4% |
| Q1 2018 | $108,000 | 0.0% | 1,908 | 0.0% | 0.06% | -9.8% |
| Q4 2017 | $108,000 | – | 1,908 | – | 0.06% | – |
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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% |