VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $369,234 | -12.0% | 6,899 | -7.8% | 0.00% | 0.0% |
| Q2 2023 | $419,422 | +1.6% | 7,479 | -0.0% | 0.00% | 0.0% |
| Q1 2023 | $412,970 | +32.1% | 7,480 | +23.7% | 0.00% | 0.0% |
| Q4 2022 | $312,699 | -11.7% | 6,046 | -21.8% | 0.00% | 0.0% |
| Q3 2022 | $354,000 | +6.3% | 7,729 | +19.5% | 0.00% | 0.0% |
| Q2 2022 | $333,000 | +57.1% | 6,469 | +93.9% | 0.00% | +200.0% |
| Q4 2021 | $212,000 | +3.4% | 3,337 | +6.8% | 0.00% | 0.0% |
| Q2 2021 | $205,000 | +1.5% | 3,125 | -2.9% | 0.00% | -50.0% |
| Q1 2021 | $202,000 | -4.3% | 3,219 | -20.5% | 0.00% | 0.0% |
| Q3 2020 | $211,000 | – | 4,050 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHERRYDALE WEALTH MANAGEMENT, LLC | 307,193 | $17,804,895 | 9.29% |
| CATALYST PRIVATE WEALTH, LLC | 87,897 | $5,094,515 | 2.39% |
| B.O.S.S. Retirement Advisors, LLC | 72,853 | $3,899,091 | 0.88% |
| Apella Capital, LLC | 174,926 | $9,965,532 | 0.56% |
| Wiser Wealth Management, Inc | 26,129 | $1,488,578 | 0.54% |
| LYNCH & ASSOCIATES/IN | 30,670 | $1,777,604 | 0.43% |
| LBJ Family Wealth Advisors, Ltd. | 9,918 | $575 | 0.40% |
| Diversified Trust Co | 163,460 | $9,474,175 | 0.32% |
| FC Advisory LLC | 11,898 | $689,598 | 0.27% |
| Selective Wealth Management, Inc. | 8,912 | $507,717 | 0.26% |