VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,041,827 | -5.8% | 19,670 | -0.3% | 0.19% | -5.6% |
| Q2 2023 | $1,106,430 | +17.0% | 19,730 | +15.2% | 0.20% | +7.1% |
| Q1 2023 | $945,275 | +8.1% | 17,121 | +1.3% | 0.18% | -1.1% |
| Q4 2022 | $874,193 | -3.1% | 16,903 | -14.4% | 0.19% | -13.5% |
| Q3 2022 | $902,000 | -24.2% | 19,752 | -14.4% | 0.22% | -24.0% |
| Q2 2022 | $1,190,000 | -10.0% | 23,080 | +4.4% | 0.28% | +6.8% |
| Q1 2022 | $1,322,000 | +2.2% | 22,100 | +8.7% | 0.26% | +2.3% |
| Q4 2021 | $1,294,000 | +8.5% | 20,340 | +7.8% | 0.26% | -29.8% |
| Q3 2021 | $1,193,000 | +10.2% | 18,861 | +14.4% | 0.37% | +15.7% |
| Q2 2021 | $1,083,000 | +18.9% | 16,492 | +8.7% | 0.32% | -10.9% |
| Q4 2020 | $911,000 | +20.3% | 15,170 | +4.7% | 0.36% | -9.8% |
| Q3 2020 | $757,000 | +10.8% | 14,487 | +4.3% | 0.40% | -16.6% |
| Q2 2020 | $683,000 | +4.4% | 13,885 | -10.9% | 0.48% | -26.4% |
| Q1 2020 | $654,000 | +2.3% | 15,588 | +35.8% | 0.65% | +20.7% |
| Q4 2019 | $639,000 | – | 11,479 | – | 0.54% | – |
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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% |