Golden State Wealth Management, LLC - VANGUARD STAR FDS ownership

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
Golden State Wealth Management, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2020$105,000
+191.7%
2,005
+135.9%
0.04%
+118.8%
Q1 2020$36,000
-30.8%
850
-16.1%
0.02%
-5.9%
Q3 2019$52,000
-17.5%
1,013
-16.1%
0.02%
-15.0%
Q2 2019$63,000
+1.6%
1,208
+0.8%
0.02%
-4.8%
Q1 2019$62,0001,1990.02%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Sageworth Trust Co 3,862,375$208,954,00029.89%
Berman Capital Advisors, LLC 761,717$41,208,00014.34%
Lee Financial Group Hawaii, Inc. 277,150$14,994,00013.88%
OGOREK ANTHONY JOSEPH /NY/ /ADV 327,380$17,711,00013.80%
Boothe Investment Group, Inc. 240,315$13,001,00012.16%
RETIREMENT CAPITAL STRATEGIES 408,634$22,107,00011.66%
Coyle Financial Counsel LLC 177,669$9,612,0009.01%
FIDUCIENT ADVISORS LLC 566,580$30,652,0008.90%
Sigma Investment Management Co 186,466$10,088,0008.37%
Cedar Wealth Management, LLC 265,408$14,359,0008.06%
View complete list of VANGUARD STAR FDS shareholders