VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 376 filers reported holding VANGUARD STAR FDS in Q2 2018. The put-call ratio across all filers is 0.65 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,949 | -2.5% | 5,511 | +2.2% | 0.02% | 0.0% |
| Q2 2023 | $302,383 | +18.4% | 5,392 | +16.6% | 0.02% | +15.4% |
| Q1 2023 | $255,346 | -39.1% | 4,625 | -38.5% | 0.01% | -35.0% |
| Q4 2019 | $419,000 | +10.6% | 7,526 | +2.7% | 0.02% | +5.3% |
| Q3 2019 | $379,000 | -2.1% | 7,329 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $387,000 | +14.5% | 7,329 | +12.4% | 0.02% | +18.8% |
| Q1 2019 | $338,000 | +12.7% | 6,518 | +2.5% | 0.02% | +6.7% |
| Q4 2018 | $300,000 | +11.5% | 6,360 | +27.7% | 0.02% | +36.4% |
| Q3 2018 | $269,000 | -38.0% | 4,981 | -37.9% | 0.01% | -42.1% |
| Q2 2018 | $434,000 | -5.9% | 8,023 | -1.6% | 0.02% | -9.5% |
| Q1 2018 | $461,000 | +22.6% | 8,157 | +23.1% | 0.02% | +31.2% |
| Q4 2017 | $376,000 | +12.2% | 6,625 | +8.4% | 0.02% | +6.7% |
| Q3 2017 | $335,000 | -55.2% | 6,112 | -57.5% | 0.02% | -57.1% |
| Q2 2017 | $747,000 | +13.5% | 14,383 | +8.6% | 0.04% | +12.9% |
| Q1 2017 | $658,000 | +31.1% | 13,238 | +21.0% | 0.03% | +29.2% |
| Q4 2016 | $502,000 | -7.0% | 10,936 | -4.3% | 0.02% | -7.7% |
| Q3 2016 | $540,000 | +6.3% | 11,429 | 0.0% | 0.03% | +13.0% |
| Q2 2016 | $508,000 | -1.0% | 11,429 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $513,000 | -0.6% | 11,429 | +2114.9% | 0.02% | -8.0% |
| Q4 2015 | $516,000 | +1.8% | 516 | -95.5% | 0.02% | +4.2% |
| Q3 2015 | $507,000 | – | 11,429 | – | 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% |