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 | $1,980 | -4.5% | 36,989 | 0.0% | 0.38% | +2.4% |
| Q2 2023 | $2,074 | +1.6% | 36,989 | 0.0% | 0.37% | +1.1% |
| Q1 2023 | $2,042 | +6.7% | 36,989 | 0.0% | 0.37% | +4.5% |
| Q4 2022 | $1,913 | -99.9% | 36,989 | 0.0% | 0.35% | +8.0% |
| Q3 2022 | $1,693,000 | -11.3% | 36,989 | 0.0% | 0.33% | -2.4% |
| Q2 2022 | $1,909,000 | -13.6% | 36,989 | 0.0% | 0.34% | +0.3% |
| Q1 2022 | $2,210,000 | -6.0% | 36,989 | 0.0% | 0.33% | -2.6% |
| Q4 2021 | $2,351,000 | +0.5% | 36,989 | 0.0% | 0.34% | -5.5% |
| Q3 2021 | $2,340,000 | -3.7% | 36,989 | 0.0% | 0.36% | -3.7% |
| Q2 2021 | $2,429,000 | +4.7% | 36,989 | 0.0% | 0.38% | 0.0% |
| Q1 2021 | $2,319,000 | +4.2% | 36,989 | 0.0% | 0.38% | -5.8% |
| Q4 2020 | $2,225,000 | +15.3% | 36,989 | 0.0% | 0.40% | -9.3% |
| Q3 2020 | $1,930,000 | +532.8% | 36,989 | +496.0% | 0.44% | +530.0% |
| Q2 2020 | $305,000 | – | 6,206 | – | 0.07% | – |
Download | ||||||
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% |