VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 179 filers reported holding VANGUARD STAR FDS in Q4 2015. The put-call ratio across all filers is 2.83 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $593,000 | +22.8% | 10,840 | +16.1% | 0.03% | +13.3% |
| Q2 2017 | $483,000 | +10.3% | 9,337 | +5.7% | 0.03% | 0.0% |
| Q1 2017 | $438,000 | +28.8% | 8,832 | +19.3% | 0.03% | +20.0% |
| Q4 2016 | $340,000 | +11.5% | 7,403 | +14.6% | 0.02% | +8.7% |
| Q3 2016 | $305,000 | +2.0% | 6,462 | -3.3% | 0.02% | -4.2% |
| Q2 2016 | $299,000 | +30.0% | 6,681 | +30.1% | 0.02% | +9.1% |
| Q1 2016 | $230,000 | +3.1% | 5,135 | +3.9% | 0.02% | -21.4% |
| Q4 2015 | $223,000 | +2.3% | 4,940 | +0.3% | 0.03% | +12.0% |
| Q3 2015 | $218,000 | +3.3% | 4,926 | +17.3% | 0.02% | 0.0% |
| Q2 2015 | $211,000 | – | 4,201 | – | 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% |