VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,090,000 | +0.6% | 17,140 | 0.0% | 0.22% | -8.7% |
| Q3 2021 | $1,084,000 | -3.7% | 17,140 | 0.0% | 0.24% | -2.0% |
| Q2 2021 | $1,126,000 | +4.7% | 17,140 | 0.0% | 0.25% | -6.1% |
| Q1 2021 | $1,075,000 | +44.9% | 17,140 | +38.9% | 0.26% | +39.4% |
| Q4 2020 | $742,000 | +19.5% | 12,340 | +3.7% | 0.19% | +9.9% |
| Q3 2020 | $621,000 | +6.2% | 11,895 | 0.0% | 0.17% | +1.2% |
| Q2 2020 | $585,000 | +28.0% | 11,895 | +9.2% | 0.17% | +8.3% |
| Q1 2020 | $457,000 | +14.8% | 10,895 | +52.5% | 0.16% | +32.2% |
| Q4 2019 | $398,000 | +7.9% | 7,145 | 0.0% | 0.12% | +2.6% |
| Q3 2019 | $369,000 | +20.6% | 7,145 | +23.2% | 0.12% | +17.3% |
| Q2 2019 | $306,000 | +1.7% | 5,800 | 0.0% | 0.10% | -8.4% |
| Q1 2019 | $301,000 | +9.9% | 5,800 | 0.0% | 0.11% | -4.5% |
| Q4 2018 | $274,000 | -28.5% | 5,800 | -18.2% | 0.11% | -21.7% |
| Q3 2018 | $383,000 | -0.3% | 7,090 | 0.0% | 0.14% | -7.1% |
| Q2 2018 | $384,000 | +17.1% | 7,090 | +22.2% | 0.15% | +10.8% |
| Q1 2018 | $328,000 | -0.3% | 5,800 | 0.0% | 0.14% | 0.0% |
| Q4 2017 | $329,000 | – | 5,800 | – | 0.14% | – |
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% |