VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,488,578 | -12.6% | 26,129 | -17.9% | 0.54% | -21.5% |
| Q3 2023 | $1,702,920 | +1.8% | 31,818 | +6.7% | 0.69% | +3.0% |
| Q2 2023 | $1,672,471 | +7.0% | 29,823 | +5.3% | 0.67% | +0.6% |
| Q1 2023 | $1,563,067 | +8.3% | 28,311 | +1.4% | 0.67% | +0.1% |
| Q4 2022 | $1,443,769 | +13.4% | 27,915 | +0.4% | 0.67% | +0.3% |
| Q3 2022 | $1,273,000 | -14.5% | 27,810 | -3.6% | 0.66% | -13.9% |
| Q2 2022 | $1,489,000 | -4.9% | 28,842 | +10.0% | 0.77% | +6.9% |
| Q1 2022 | $1,566,000 | +37.9% | 26,214 | +46.7% | 0.72% | +30.1% |
| Q4 2021 | $1,136,000 | +1.0% | 17,871 | +0.5% | 0.56% | -7.5% |
| Q3 2021 | $1,125,000 | -1.9% | 17,777 | +1.8% | 0.60% | -14.0% |
| Q2 2021 | $1,147,000 | +6.5% | 17,466 | +1.7% | 0.70% | -5.7% |
| Q1 2021 | $1,077,000 | +4.5% | 17,177 | +0.3% | 0.74% | -4.3% |
| Q4 2020 | $1,031,000 | – | 17,130 | – | 0.77% | – |
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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% |