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 | $366,077 | -4.6% | 6,840 | 0.0% | 0.02% | +4.3% |
| Q2 2023 | $383,587 | +1.6% | 6,840 | 0.0% | 0.02% | -8.0% |
| Q1 2023 | $377,636 | +14.3% | 6,840 | +7.0% | 0.02% | +8.7% |
| Q4 2022 | $330,491 | +14.8% | 6,390 | +1.6% | 0.02% | +9.5% |
| Q3 2022 | $288,000 | -11.4% | 6,290 | 0.0% | 0.02% | -4.5% |
| Q2 2022 | $325,000 | -11.2% | 6,290 | 0.0% | 0.02% | +4.8% |
| Q1 2022 | $366,000 | -6.6% | 6,290 | +1.9% | 0.02% | +5.0% |
| Q4 2021 | $392,000 | +5.1% | 6,170 | +4.8% | 0.02% | -4.8% |
| Q3 2021 | $373,000 | -3.6% | 5,890 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $387,000 | +6.3% | 5,890 | +4.1% | 0.02% | 0.0% |
| Q1 2021 | $364,000 | +19.7% | 5,660 | +12.0% | 0.02% | +15.8% |
| Q4 2020 | $304,000 | – | 5,055 | – | 0.02% | – |
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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% |