VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 347 filers reported holding VANGUARD STAR FDS in Q4 2017. The put-call ratio across all filers is 1.63 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $273,183 | -4.2% | 5,104 | +0.4% | 0.09% | +2.3% |
| Q2 2023 | $285,018 | +9.7% | 5,082 | +8.0% | 0.09% | +6.0% |
| Q1 2023 | $259,728 | +16.0% | 4,704 | +8.9% | 0.08% | -7.8% |
| Q1 2019 | $224,000 | 0.0% | 4,318 | +1.4% | 0.09% | -8.2% |
| Q3 2018 | $224,000 | -2.2% | 4,260 | +0.5% | 0.10% | +553.3% |
| Q2 2018 | $229,000 | -4.2% | 4,239 | +1.1% | 0.02% | -87.6% |
| Q1 2018 | $239,000 | +0.4% | 4,192 | +0.3% | 0.12% | +1.7% |
| Q4 2017 | $238,000 | +4.8% | 4,181 | +0.9% | 0.12% | -1.7% |
| Q3 2017 | $227,000 | +6.1% | 4,142 | +0.5% | 0.12% | +1.7% |
| Q2 2017 | $214,000 | +5.4% | 4,120 | +1.1% | 0.12% | +32.2% |
| Q1 2017 | $203,000 | – | 4,076 | – | 0.09% | – |
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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% |