VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 2021. 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 | $313,092 | -4.6% | 5,850 | 0.0% | 0.21% | +0.5% |
| Q2 2023 | $328,068 | +1.6% | 5,850 | 0.0% | 0.21% | -3.2% |
| Q1 2023 | $322,979 | +6.7% | 5,850 | 0.0% | 0.22% | +37.3% |
| Q4 2022 | $302,562 | +12.9% | 5,850 | 0.0% | 0.16% | -23.7% |
| Q3 2022 | $268,000 | -11.3% | 5,850 | 0.0% | 0.21% | -3.7% |
| Q2 2022 | $302,000 | -13.5% | 5,850 | 0.0% | 0.22% | +3.9% |
| Q1 2022 | $349,000 | -6.2% | 5,850 | 0.0% | 0.21% | +42.8% |
| Q4 2021 | $372,000 | +0.5% | 5,850 | 0.0% | 0.14% | -25.6% |
| Q3 2021 | $370,000 | -3.6% | 5,850 | 0.0% | 0.20% | -0.5% |
| Q2 2021 | $384,000 | +4.6% | 5,850 | 0.0% | 0.20% | -1.5% |
| Q1 2021 | $367,000 | +4.3% | 5,850 | 0.0% | 0.20% | +2.1% |
| Q4 2020 | $352,000 | +15.4% | 5,850 | 0.0% | 0.20% | +5.4% |
| Q3 2020 | $305,000 | +5.9% | 5,850 | 0.0% | 0.18% | -3.6% |
| Q2 2020 | $288,000 | – | 5,850 | – | 0.19% | – |
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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% |