VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,223,163 | -4.4% | 22,854 | +0.2% | 0.06% | -5.8% |
| Q2 2023 | $1,279,124 | +2.0% | 22,809 | +0.4% | 0.07% | -2.8% |
| Q1 2023 | $1,254,151 | +8.7% | 22,716 | +1.9% | 0.07% | +4.4% |
| Q4 2022 | $1,153,263 | +7.1% | 22,298 | -5.2% | 0.07% | -5.6% |
| Q3 2022 | $1,077,000 | -11.1% | 23,529 | +0.3% | 0.07% | -5.3% |
| Q2 2022 | $1,211,000 | -18.6% | 23,464 | -5.8% | 0.08% | -21.6% |
| Q1 2022 | $1,487,000 | -20.2% | 24,899 | -15.1% | 0.10% | -17.8% |
| Q4 2021 | $1,864,000 | +1.7% | 29,319 | +1.2% | 0.12% | -7.1% |
| Q3 2021 | $1,833,000 | +32.5% | 28,976 | +37.6% | 0.13% | +16.5% |
| Q2 2021 | $1,383,000 | +14.2% | 21,053 | +9.0% | 0.11% | -59.2% |
| Q1 2021 | $1,211,000 | +1.0% | 19,307 | -3.1% | 0.27% | -9.5% |
| Q4 2020 | $1,199,000 | +24.4% | 19,923 | +7.8% | 0.30% | +0.7% |
| Q3 2020 | $964,000 | -3.1% | 18,478 | -8.7% | 0.29% | -2.3% |
| Q2 2020 | $995,000 | +63.1% | 20,236 | +39.3% | 0.30% | +27.1% |
| Q1 2020 | $610,000 | – | 14,532 | – | 0.24% | – |
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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% |