Essex LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 26 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Essex LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$244,599
-52.2%
4,570
-49.9%
0.07%
-2.8%
Q2 2023$511,856
+78.1%
9,128
+64.3%
0.07%
-18.4%
Q1 2023$287,4250.0%5,5570.0%0.09%0.0%
Q4 2022$287,4255,5570.09%
Other shareholders
VANGUARD STAR FDS shareholders Q4 2023
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