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 | $48,997,774 | +188.9% | 915,504 | +202.7% | 17.67% | +163.9% |
Q2 2023 | $16,958,816 | +1.6% | 302,404 | 0.0% | 6.70% | -3.7% |
Q1 2023 | $16,695,725 | +35.0% | 302,404 | +26.4% | 6.96% | +12.2% |
Q4 2022 | $12,371,631 | -84.7% | 239,204 | -86.5% | 6.20% | -79.1% |
Q3 2022 | $80,950,000 | -11.3% | 1,768,636 | 0.0% | 29.66% | -2.4% |
Q2 2022 | $91,279,000 | -13.0% | 1,768,636 | +0.8% | 30.40% | -6.8% |
Q1 2022 | $104,870,000 | +81.0% | 1,755,436 | +92.6% | 32.63% | +23.1% |
Q4 2021 | $57,934,000 | +285.8% | 911,336 | +283.9% | 26.50% | +137.3% |
Q3 2021 | $15,018,000 | +508.0% | 237,400 | +531.4% | 11.17% | +323.7% |
Q2 2021 | $2,470,000 | – | 37,600 | – | 2.64% | – |
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% |