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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,843,638 | -4.8% | 520,247 | -0.2% | 2.11% | -1.8% |
| Q2 2023 | $29,233,707 | +1.6% | 521,285 | +0.0% | 2.15% | -3.8% |
| Q1 2023 | $28,776,779 | +9.0% | 521,224 | +2.2% | 2.23% | -9.2% |
| Q4 2022 | $26,390,208 | +19.4% | 510,251 | +5.7% | 2.46% | +15.5% |
| Q3 2022 | $22,099,000 | -11.7% | 482,823 | -0.4% | 2.13% | -13.3% |
| Q2 2022 | $25,026,000 | -22.9% | 484,915 | -10.8% | 2.46% | -19.6% |
| Q1 2022 | $32,469,000 | +13.6% | 543,504 | +20.9% | 3.05% | +29.5% |
| Q4 2021 | $28,577,000 | +5.4% | 449,542 | +4.9% | 2.36% | -2.8% |
| Q3 2021 | $27,112,000 | -3.7% | 428,583 | +0.0% | 2.42% | -5.4% |
| Q2 2021 | $28,141,000 | +7.4% | 428,452 | +2.5% | 2.56% | -10.7% |
| Q1 2021 | $26,211,000 | +10.8% | 418,033 | +6.3% | 2.87% | +6.3% |
| Q4 2020 | $23,664,000 | +16.1% | 393,345 | +0.7% | 2.70% | -3.3% |
| Q3 2020 | $20,382,000 | +13.5% | 390,692 | +7.0% | 2.79% | +3.4% |
| Q2 2020 | $17,960,000 | +36.2% | 365,259 | +16.2% | 2.70% | +8.1% |
| Q1 2020 | $13,187,000 | +247.7% | 314,283 | +361.5% | 2.50% | +268.3% |
| Q4 2019 | $3,793,000 | +7.8% | 68,107 | +0.0% | 0.68% | -1.3% |
| Q3 2019 | $3,518,000 | -2.1% | 68,102 | +0.0% | 0.69% | -2.1% |
| Q2 2019 | $3,592,000 | +1.6% | 68,100 | +0.0% | 0.70% | +2.2% |
| Q1 2019 | $3,534,000 | +10.1% | 68,096 | +0.2% | 0.69% | -7.0% |
| Q4 2018 | $3,209,000 | – | 67,966 | – | 0.74% | – |
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% |