VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $399,163 | -4.4% | 7,458 | +0.1% | 0.01% | +12.5% |
| Q2 2023 | $417,741 | -79.1% | 7,449 | -79.4% | 0.01% | -71.4% |
| Q1 2023 | $1,997,527 | +6.9% | 36,181 | +0.1% | 0.03% | +12.0% |
| Q4 2022 | $1,868,469 | +1909.1% | 36,127 | +2220.3% | 0.02% | +2400.0% |
| Q1 2022 | $93,000 | -70.2% | 1,557 | -68.3% | 0.00% | -80.0% |
| Q4 2021 | $312,000 | +3020.0% | 4,917 | +2862.0% | 0.01% | – |
| Q2 2021 | $10,000 | -77.8% | 166 | -76.9% | 0.00% | -100.0% |
| Q1 2021 | $45,000 | +4.7% | 720 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $43,000 | +377.8% | 720 | +333.7% | 0.00% | – |
| Q3 2020 | $9,000 | +12.5% | 166 | 0.0% | 0.00% | – |
| Q2 2020 | $8,000 | – | 166 | – | 0.00% | – |
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% |