VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 248 filers reported holding VANGUARD STAR FDS in Q4 2016. The put-call ratio across all filers is 74.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $243,000 | -42.6% | 4,900 | -46.9% | 0.02% | -43.3% |
| Q4 2016 | $423,000 | -10.2% | 9,220 | -7.5% | 0.03% | -14.3% |
| Q3 2016 | $471,000 | -8.5% | 9,970 | -13.8% | 0.04% | -10.3% |
| Q2 2016 | $515,000 | -7.4% | 11,570 | -6.5% | 0.04% | -9.3% |
| Q1 2016 | $556,000 | -0.4% | 12,370 | 0.0% | 0.04% | -2.3% |
| Q4 2015 | $558,000 | +1.8% | 12,370 | 0.0% | 0.04% | -2.2% |
| Q3 2015 | $548,000 | -12.0% | 12,370 | 0.0% | 0.04% | -6.2% |
| Q2 2015 | $623,000 | – | 12,370 | – | 0.05% | – |
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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% |