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 | $1,580,166 | -4.7% | 29,525 | -0.1% | 0.12% | +0.8% |
| Q2 2023 | $1,657,257 | +435.2% | 29,552 | +426.9% | 0.12% | +391.7% |
| Q1 2023 | $309,669 | +14.3% | 5,609 | +7.1% | 0.02% | +4.3% |
| Q4 2022 | $270,833 | +19.3% | 5,237 | +5.6% | 0.02% | -11.5% |
| Q3 2022 | $227,000 | +11.8% | 4,960 | +26.4% | 0.03% | +8.3% |
| Q2 2022 | $203,000 | -74.7% | 3,925 | -70.7% | 0.02% | -66.7% |
| Q1 2022 | $802,000 | +102.5% | 13,417 | +115.4% | 0.07% | +105.7% |
| Q4 2021 | $396,000 | -0.3% | 6,230 | -0.7% | 0.04% | -18.6% |
| Q3 2021 | $397,000 | +60.7% | 6,272 | +41.5% | 0.04% | +2.4% |
| Q4 2019 | $247,000 | – | 4,432 | – | 0.04% | – |
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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% |