VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 347 filers reported holding VANGUARD STAR FDS in Q4 2017. The put-call ratio across all filers is 1.63 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $212,000 | -21.5% | 3,556 | -16.4% | 0.03% | -16.1% |
| Q4 2021 | $270,000 | -44.3% | 4,254 | -44.5% | 0.03% | -48.3% |
| Q3 2021 | $485,000 | +1.3% | 7,668 | +5.1% | 0.06% | +1.7% |
| Q2 2021 | $479,000 | +6.0% | 7,298 | +1.2% | 0.06% | +1.7% |
| Q1 2021 | $452,000 | +10.0% | 7,210 | +5.4% | 0.06% | +5.5% |
| Q4 2020 | $411,000 | +5.9% | 6,840 | -8.1% | 0.06% | -5.2% |
| Q3 2020 | $388,000 | -1.5% | 7,445 | -7.0% | 0.06% | -6.5% |
| Q2 2020 | $394,000 | +14.5% | 8,005 | -2.3% | 0.06% | 0.0% |
| Q1 2020 | $344,000 | -28.8% | 8,195 | -5.4% | 0.06% | -7.5% |
| Q4 2019 | $483,000 | +7.6% | 8,665 | -0.4% | 0.07% | +1.5% |
| Q3 2019 | $449,000 | -2.0% | 8,700 | +0.2% | 0.07% | -1.5% |
| Q2 2019 | $458,000 | -53.1% | 8,685 | -53.8% | 0.07% | -54.1% |
| Q1 2019 | $976,000 | +10.4% | 18,800 | +0.5% | 0.15% | -3.9% |
| Q4 2018 | $884,000 | -12.4% | 18,715 | +0.2% | 0.15% | +4.8% |
| Q3 2018 | $1,009,000 | +7.8% | 18,685 | +7.9% | 0.14% | +2.8% |
| Q2 2018 | $936,000 | +2.4% | 17,310 | +7.1% | 0.14% | +0.7% |
| Q1 2018 | $914,000 | -10.2% | 16,170 | -9.8% | 0.14% | -8.5% |
| Q4 2017 | $1,018,000 | +3.9% | 17,927 | +0.2% | 0.15% | -10.5% |
| Q3 2017 | $980,000 | -3.1% | 17,900 | -8.0% | 0.17% | -6.6% |
| Q2 2017 | $1,011,000 | +5.9% | 19,462 | +1.2% | 0.18% | +2.8% |
| Q1 2017 | $955,000 | +11.0% | 19,237 | +2.6% | 0.18% | +5.3% |
| Q4 2016 | $860,000 | +4.2% | 18,742 | +7.2% | 0.17% | +5.0% |
| Q3 2016 | $825,000 | +73.0% | 17,480 | +63.1% | 0.16% | +67.7% |
| Q2 2016 | $477,000 | +62.2% | 10,715 | +63.7% | 0.10% | +52.4% |
| Q1 2016 | $294,000 | +31.2% | 6,545 | +31.7% | 0.06% | +28.6% |
| Q4 2015 | $224,000 | +1.4% | 4,970 | -0.5% | 0.05% | -2.0% |
| Q3 2015 | $221,000 | -4.3% | 4,995 | +8.7% | 0.05% | +4.2% |
| Q2 2015 | $231,000 | +14.4% | 4,595 | +14.3% | 0.05% | +17.1% |
| Q1 2015 | $202,000 | – | 4,020 | – | 0.04% | – |
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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% |