VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 360 filers reported holding VANGUARD STAR FDS in Q1 2018. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,815 | -99.4% | 35,088 | +511.9% | 0.02% | +466.7% |
| Q2 2022 | $296,000 | +17.0% | 5,734 | +35.4% | 0.00% | +50.0% |
| Q1 2022 | $253,000 | -49.4% | 4,235 | -49.0% | 0.00% | -60.0% |
| Q4 2020 | $500,000 | +7.1% | 8,306 | -7.2% | 0.01% | 0.0% |
| Q3 2020 | $467,000 | +90.6% | 8,947 | +103.3% | 0.01% | +66.7% |
| Q4 2019 | $245,000 | +371.2% | 4,400 | +340.0% | 0.00% | +200.0% |
| Q1 2019 | $52,000 | +10.6% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $47,000 | -25.4% | 1,000 | -13.6% | 0.00% | 0.0% |
| Q3 2018 | $63,000 | +23.5% | 1,158 | +23.2% | 0.00% | 0.0% |
| Q2 2018 | $51,000 | -5.6% | 940 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $54,000 | +145.5% | 940 | +141.0% | 0.00% | – |
| Q4 2017 | $22,000 | – | 390 | – | 0.00% | – |
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% |