VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $730,507 | -14.9% | 13,649 | -10.8% | 0.11% | -6.1% |
| Q2 2023 | $858,053 | +1.2% | 15,301 | -0.4% | 0.12% | +3.6% |
| Q1 2023 | $847,975 | -37.2% | 15,359 | -41.2% | 0.11% | -43.9% |
| Q4 2022 | $1,350,096 | +2900.2% | 26,104 | +2547.5% | 0.20% | +2375.0% |
| Q3 2022 | $45,000 | +32.4% | 986 | +49.8% | 0.01% | +33.3% |
| Q2 2022 | $34,000 | -12.8% | 658 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $39,000 | -29.1% | 658 | -23.3% | 0.01% | -14.3% |
| Q4 2021 | $55,000 | +10.0% | 858 | +7.5% | 0.01% | 0.0% |
| Q3 2021 | $50,000 | -3.8% | 798 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $52,000 | +18.2% | 798 | +14.3% | 0.01% | 0.0% |
| Q1 2021 | $44,000 | +76.0% | 698 | +66.6% | 0.01% | +75.0% |
| Q4 2020 | $25,000 | +92.3% | 419 | +62.4% | 0.00% | +100.0% |
| Q3 2020 | $13,000 | 0.0% | 258 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | +18.2% | 258 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -90.9% | 258 | -89.7% | 0.00% | -86.7% |
| Q4 2014 | $121,000 | -5.5% | 2,500 | 0.0% | 0.02% | -11.8% |
| Q3 2014 | $128,000 | -5.9% | 2,500 | 0.0% | 0.02% | -5.6% |
| Q2 2014 | $136,000 | +3.8% | 2,500 | 0.0% | 0.02% | -14.3% |
| Q1 2014 | $131,000 | 0.0% | 2,500 | 0.0% | 0.02% | +5.0% |
| Q4 2013 | $131,000 | +4.8% | 2,500 | 0.0% | 0.02% | -4.8% |
| Q3 2013 | $125,000 | +9.6% | 2,500 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $114,000 | – | 2,500 | – | 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% |