VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 260 filers reported holding VANGUARD STAR FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $9,402,000 | -7.0% | 199,105 | +6.4% | 7.51% | -8.7% |
| Q3 2018 | $10,107,000 | +0.2% | 187,158 | +0.4% | 8.22% | -1.7% |
| Q2 2018 | $10,088,000 | -6.2% | 186,466 | -2.0% | 8.37% | -7.4% |
| Q1 2018 | $10,758,000 | -3.5% | 190,245 | -3.0% | 9.03% | -1.7% |
| Q4 2017 | $11,147,000 | +1.4% | 196,212 | -2.3% | 9.19% | -2.0% |
| Q3 2017 | $10,988,000 | +1.9% | 200,774 | -3.2% | 9.38% | +1.0% |
| Q2 2017 | $10,784,000 | +2.4% | 207,506 | -2.1% | 9.29% | -0.5% |
| Q1 2017 | $10,532,000 | +8.9% | 212,000 | +0.6% | 9.34% | +11.1% |
| Q4 2016 | $9,669,000 | -10.9% | 210,744 | -8.3% | 8.40% | -8.9% |
| Q3 2016 | $10,849,000 | +3.4% | 229,800 | -2.6% | 9.22% | +4.5% |
| Q2 2016 | $10,490,000 | -5.0% | 235,830 | -4.0% | 8.83% | -4.0% |
| Q1 2016 | $11,037,000 | – | 245,708 | – | 9.19% | – |
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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% |