VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $509,000 | +6.5% | 9,652 | +4.8% | 0.44% | -2.2% |
| Q1 2019 | $478,000 | -94.5% | 9,211 | -95.0% | 0.44% | -95.3% |
| Q4 2018 | $8,725,000 | -33.0% | 184,782 | -23.4% | 9.37% | -19.2% |
| Q3 2018 | $13,029,000 | -13.1% | 241,277 | -12.9% | 11.59% | -16.5% |
| Q2 2018 | $14,994,000 | +12.5% | 277,150 | +17.6% | 13.88% | +8.0% |
| Q1 2018 | $13,331,000 | +1.5% | 235,738 | +1.9% | 12.85% | +5.2% |
| Q4 2017 | $13,137,000 | – | 231,253 | – | 12.21% | – |
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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% |