VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 185 filers reported holding VANGUARD STAR FDS in Q1 2016. The put-call ratio across all filers is 0.41 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2017 | $25,862,000 | +31.3% | 472,535 | +24.7% | 0.16% | +24.0% |
Q2 2017 | $19,695,000 | +21.4% | 378,966 | +16.0% | 0.12% | +14.7% |
Q1 2017 | $16,226,000 | +26.6% | 326,607 | +16.9% | 0.11% | +14.7% |
Q4 2016 | $12,821,000 | +9.2% | 279,438 | +12.3% | 0.10% | +2.2% |
Q3 2016 | $11,744,000 | +7.5% | 248,753 | +1.2% | 0.09% | +1.1% |
Q2 2016 | $10,929,000 | +1.7% | 245,708 | +2.7% | 0.09% | -4.2% |
Q1 2016 | $10,748,000 | -32.5% | 239,279 | -32.2% | 0.10% | -36.4% |
Q4 2015 | $15,915,000 | +152.7% | 352,815 | +148.2% | 0.15% | +128.8% |
Q3 2015 | $6,299,000 | -16.6% | 142,122 | -5.3% | 0.07% | -12.0% |
Q2 2015 | $7,552,000 | +37.7% | 150,059 | +37.7% | 0.08% | +31.6% |
Q1 2015 | $5,486,000 | +15.0% | 108,956 | +10.4% | 0.06% | +7.5% |
Q4 2014 | $4,772,000 | +31.8% | 98,710 | +39.0% | 0.05% | +20.5% |
Q3 2014 | $3,621,000 | +1.1% | 70,994 | +7.7% | 0.04% | 0.0% |
Q2 2014 | $3,580,000 | +1.7% | 65,941 | -2.2% | 0.04% | -10.2% |
Q1 2014 | $3,519,000 | +2.1% | 67,417 | +2.5% | 0.05% | -2.0% |
Q4 2013 | $3,447,000 | +28.3% | 65,803 | +22.9% | 0.05% | +13.6% |
Q3 2013 | $2,686,000 | -2.8% | 53,550 | -11.4% | 0.04% | -10.2% |
Q2 2013 | $2,762,000 | – | 60,457 | – | 0.05% | – |
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% |