VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 420 filers reported holding VANGUARD STAR FDS in Q4 2018. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,704,959 | -6.5% | 517,656 | -2.1% | 1.22% | -12.3% |
| Q2 2023 | $29,644,972 | +11171.9% | 528,619 | +11078.2% | 1.40% | +3221.4% |
| Q4 2019 | $263,000 | +8.7% | 4,729 | +0.8% | 0.04% | 0.0% |
| Q3 2019 | $242,000 | +6.1% | 4,691 | +8.3% | 0.04% | -4.5% |
| Q2 2019 | $228,000 | +1.8% | 4,331 | -0.0% | 0.04% | -2.2% |
| Q1 2019 | $224,000 | +9.3% | 4,332 | +0.3% | 0.04% | -2.2% |
| Q4 2018 | $205,000 | – | 4,321 | – | 0.05% | – |
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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% |