VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 185 filers reported holding VANGUARD STAR FDS in Q1 2016. The put-call ratio across all filers is 0.41 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $15,000 | +50.0% | 233 | -6.8% | 0.00% | +100.0% |
| Q1 2020 | $10,000 | -93.4% | 250 | -90.8% | 0.00% | -94.4% |
| Q4 2019 | $151,000 | +4.1% | 2,713 | -3.2% | 0.02% | 0.0% |
| Q3 2019 | $145,000 | +229.5% | 2,804 | +232.6% | 0.02% | +200.0% |
| Q2 2019 | $44,000 | +2.3% | 843 | +2.1% | 0.01% | 0.0% |
| Q1 2019 | $43,000 | +10.3% | 826 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $39,000 | -13.3% | 826 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $45,000 | -78.4% | 826 | -78.5% | 0.01% | -79.2% |
| Q2 2018 | $208,000 | -4.1% | 3,842 | 0.0% | 0.02% | -4.0% |
| Q1 2018 | $217,000 | +37.3% | 3,842 | +37.9% | 0.02% | +38.9% |
| Q4 2017 | $158,000 | 0.0% | 2,787 | -3.4% | 0.02% | +5.9% |
| Q3 2017 | $158,000 | +5.3% | 2,886 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $150,000 | +4.9% | 2,886 | 0.0% | 0.02% | +6.2% |
| Q1 2017 | $143,000 | -55.0% | 2,886 | -58.4% | 0.02% | -56.8% |
| Q4 2016 | $318,000 | -21.7% | 6,939 | -23.0% | 0.04% | -26.0% |
| Q4 2015 | $406,000 | +9.4% | 9,011 | +22.2% | 0.05% | +13.6% |
| Q2 2015 | $371,000 | -11.7% | 7,375 | -11.7% | 0.04% | -12.0% |
| Q1 2015 | $420,000 | -52.8% | 8,349 | -54.6% | 0.05% | -59.0% |
| Q4 2014 | $889,000 | – | 18,390 | – | 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% |