VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 143 filers reported holding VANGUARD STAR FDS in Q1 2015. The put-call ratio across all filers is 1.81 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $96,000 | -1.0% | 2,160 | 0.0% | 0.30% | -6.8% |
| Q1 2016 | $97,000 | 0.0% | 2,160 | 0.0% | 0.32% | +5.5% |
| Q4 2015 | $97,000 | +1.0% | 2,160 | 0.0% | 0.31% | -2.2% |
| Q3 2015 | $96,000 | -11.9% | 2,160 | 0.0% | 0.31% | -2.5% |
| Q2 2015 | $109,000 | 0.0% | 2,160 | 0.0% | 0.32% | +1.9% |
| Q1 2015 | $109,000 | +4.8% | 2,160 | 0.0% | 0.32% | +7.5% |
| Q4 2014 | $104,000 | -5.5% | 2,160 | 0.0% | 0.29% | -1.0% |
| Q3 2014 | $110,000 | +13.4% | 2,160 | +21.0% | 0.30% | +19.3% |
| Q2 2014 | $97,000 | +4.3% | 1,785 | 0.0% | 0.25% | -0.8% |
| Q1 2014 | $93,000 | +17.7% | 1,785 | +19.0% | 0.25% | +21.3% |
| Q4 2013 | $79,000 | +5.3% | 1,500 | 0.0% | 0.21% | -5.0% |
| Q3 2013 | $75,000 | – | 1,500 | – | 0.22% | – |
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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% |