VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,670 | -28.4% | 704 | -25.0% | 0.02% | -27.3% |
| Q2 2023 | $52,647 | +103129.4% | 939 | +1.2% | 0.02% | -4.3% |
| Q1 2023 | $51 | +6.2% | 928 | +0.2% | 0.02% | 0.0% |
| Q4 2022 | $48 | -99.9% | 926 | +1.2% | 0.02% | -32.4% |
| Q3 2022 | $42,000 | -23.6% | 915 | -14.2% | 0.03% | +47.8% |
| Q2 2022 | $55,000 | -12.7% | 1,066 | +1.1% | 0.02% | -4.2% |
| Q1 2022 | $63,000 | -6.0% | 1,054 | +0.2% | 0.02% | -17.2% |
| Q4 2021 | $67,000 | +19.6% | 1,052 | +18.9% | 0.03% | +11.5% |
| Q3 2021 | $56,000 | -3.4% | 885 | +0.6% | 0.03% | -7.1% |
| Q2 2021 | $58,000 | +5.5% | 880 | +0.8% | 0.03% | +12.0% |
| Q1 2021 | $55,000 | +5.8% | 873 | +0.2% | 0.02% | +4.2% |
| Q4 2020 | $52,000 | +15.6% | 871 | +0.9% | 0.02% | -4.0% |
| Q3 2020 | $45,000 | +7.1% | 863 | +0.7% | 0.02% | -3.8% |
| Q2 2020 | $42,000 | -10.6% | 857 | +0.8% | 0.03% | -16.1% |
| Q4 2019 | $47,000 | – | 850 | – | 0.03% | – |
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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% |