VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $955,654 | -9.1% | 17,856 | -4.8% | 0.07% | -4.1% |
| Q2 2023 | $1,051,725 | -5.7% | 18,754 | -7.2% | 0.07% | -10.8% |
| Q1 2023 | $1,115,739 | +5.3% | 20,209 | -1.4% | 0.08% | +2.5% |
| Q4 2022 | $1,059,950 | -13.1% | 20,494 | -23.1% | 0.08% | -20.6% |
| Q3 2022 | $1,220,000 | -18.3% | 26,654 | -7.9% | 0.10% | -10.5% |
| Q2 2022 | $1,494,000 | -18.0% | 28,939 | -5.0% | 0.11% | -8.1% |
| Q1 2022 | $1,821,000 | -24.9% | 30,474 | -20.1% | 0.12% | -20.5% |
| Q4 2021 | $2,425,000 | +15.2% | 38,144 | +14.6% | 0.16% | +8.3% |
| Q3 2021 | $2,105,000 | -2.3% | 33,279 | +1.4% | 0.14% | -1.4% |
| Q2 2021 | $2,155,000 | +13.8% | 32,814 | +8.6% | 0.15% | +5.8% |
| Q1 2021 | $1,894,000 | +4.2% | 30,210 | 0.0% | 0.14% | -1.4% |
| Q4 2020 | $1,817,000 | +10.8% | 30,210 | -3.9% | 0.14% | -0.7% |
| Q3 2020 | $1,640,000 | +10.3% | 31,445 | +4.0% | 0.14% | +5.2% |
| Q2 2020 | $1,487,000 | – | 30,235 | – | 0.13% | – |
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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% |