VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 82 filers reported holding VANGUARD STAR FDS in Q4 2013. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $69,000 | -12.7% | 1,512 | -1.3% | 0.01% | -18.2% |
Q2 2022 | $79,000 | -21.8% | 1,532 | -9.0% | 0.01% | -8.3% |
Q1 2022 | $101,000 | -5.6% | 1,684 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $107,000 | -1.8% | 1,684 | -2.3% | 0.01% | -7.7% |
Q3 2021 | $109,000 | -6.0% | 1,724 | -2.3% | 0.01% | -7.1% |
Q2 2021 | $116,000 | +4.5% | 1,764 | 0.0% | 0.01% | -6.7% |
Q1 2021 | $111,000 | +0.9% | 1,764 | -3.7% | 0.02% | 0.0% |
Q4 2020 | $110,000 | +13.4% | 1,832 | -1.0% | 0.02% | 0.0% |
Q3 2020 | $97,000 | 0.0% | 1,850 | -6.4% | 0.02% | -11.8% |
Q2 2020 | $97,000 | +15.5% | 1,977 | -0.8% | 0.02% | -10.5% |
Q1 2020 | $84,000 | -31.1% | 1,993 | -9.1% | 0.02% | -20.8% |
Q4 2019 | $122,000 | +0.8% | 2,193 | -6.3% | 0.02% | -11.1% |
Q3 2019 | $121,000 | -4.7% | 2,341 | -3.1% | 0.03% | -10.0% |
Q2 2019 | $127,000 | 0.0% | 2,416 | -0.9% | 0.03% | -3.2% |
Q1 2019 | $127,000 | 0.0% | 2,439 | -9.4% | 0.03% | -16.2% |
Q4 2018 | $127,000 | -16.4% | 2,691 | -4.3% | 0.04% | -11.9% |
Q3 2018 | $152,000 | -7.9% | 2,813 | -7.7% | 0.04% | -12.5% |
Q2 2018 | $165,000 | -10.8% | 3,048 | -6.8% | 0.05% | -9.4% |
Q1 2018 | $185,000 | -0.5% | 3,271 | 0.0% | 0.05% | -3.6% |
Q4 2017 | $186,000 | -9.7% | 3,271 | -13.1% | 0.06% | +161.9% |
Q3 2017 | $206,000 | +1.5% | 3,765 | -3.6% | 0.02% | -66.1% |
Q2 2017 | $203,000 | -1.5% | 3,907 | -5.9% | 0.06% | -6.1% |
Q1 2017 | $206,000 | +4.0% | 4,154 | -3.7% | 0.07% | +4.8% |
Q4 2016 | $198,000 | -2.9% | 4,312 | 0.0% | 0.06% | -1.6% |
Q3 2016 | $204,000 | +6.2% | 4,312 | 0.0% | 0.06% | +1.6% |
Q2 2016 | $192,000 | -1.0% | 4,312 | 0.0% | 0.06% | +12.5% |
Q1 2016 | $194,000 | 0.0% | 4,312 | +0.4% | 0.06% | +1.8% |
Q4 2015 | $194,000 | -4.0% | 4,295 | -5.7% | 0.06% | -14.1% |
Q3 2015 | $202,000 | -12.9% | 4,557 | -1.3% | 0.06% | -13.5% |
Q2 2015 | $232,000 | -1.7% | 4,616 | -1.5% | 0.07% | +2.8% |
Q1 2015 | $236,000 | +4.0% | 4,688 | 0.0% | 0.07% | +1.4% |
Q4 2014 | $227,000 | -9.6% | 4,688 | -4.8% | 0.07% | -14.5% |
Q3 2014 | $251,000 | -7.0% | 4,924 | -1.0% | 0.08% | -4.6% |
Q2 2014 | $270,000 | +1.1% | 4,972 | -2.8% | 0.09% | +1.2% |
Q1 2014 | $267,000 | -5.0% | 5,117 | -4.6% | 0.09% | -12.2% |
Q4 2013 | $281,000 | +8.5% | 5,366 | +4.0% | 0.10% | -5.8% |
Q3 2013 | $259,000 | +8.8% | 5,161 | -1.1% | 0.10% | -15.4% |
Q2 2013 | $238,000 | – | 5,219 | – | 0.12% | – |
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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% |