VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 425 filers reported holding VANGUARD STAR FDS in Q3 2019. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,247,000 | -96.4% | 29,720 | -89.8% | 0.06% | -95.4% |
| Q4 2019 | $34,275,000 | +2080.3% | 291,188 | +856.8% | 1.27% | +1922.2% |
| Q3 2019 | $1,572,000 | -2.5% | 30,435 | -0.5% | 0.06% | -4.5% |
| Q2 2019 | $1,613,000 | +5.2% | 30,591 | +12.8% | 0.07% | -7.0% |
| Q1 2018 | $1,533,000 | -34.9% | 27,108 | -34.6% | 0.07% | -32.4% |
| Q4 2017 | $2,356,000 | +71.3% | 41,472 | +56.7% | 0.10% | +54.4% |
| Q2 2017 | $1,375,000 | +472.9% | 26,460 | +447.8% | 0.07% | +277.8% |
| Q1 2017 | $240,000 | +5.3% | 4,830 | -3.0% | 0.02% | 0.0% |
| Q4 2016 | $228,000 | -3.0% | 4,980 | +0.2% | 0.02% | -5.3% |
| Q3 2016 | $235,000 | -42.3% | 4,970 | -37.7% | 0.02% | -32.1% |
| Q3 2014 | $407,000 | +23.7% | 7,981 | +31.8% | 0.03% | +21.7% |
| Q2 2014 | $329,000 | – | 6,056 | – | 0.02% | – |
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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% |