VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,043,335 | -1.5% | 19,494 | +3.2% | 0.17% | -1.8% |
| Q2 2023 | $1,059,492 | +2.7% | 18,893 | +1.1% | 0.17% | -4.5% |
| Q1 2023 | $1,031,901 | +5.3% | 18,690 | -1.4% | 0.18% | -1.1% |
| Q4 2022 | $980,261 | +192.6% | 18,953 | +159.3% | 0.18% | +154.9% |
| Q3 2022 | $335,000 | -11.1% | 7,309 | 0.0% | 0.07% | -9.0% |
| Q2 2022 | $377,000 | -16.8% | 7,309 | -3.6% | 0.08% | -6.0% |
| Q1 2022 | $453,000 | -4.0% | 7,585 | +2.1% | 0.08% | -4.6% |
| Q4 2021 | $472,000 | +1.7% | 7,428 | +1.4% | 0.09% | -11.2% |
| Q3 2021 | $464,000 | -3.5% | 7,327 | +0.1% | 0.10% | -3.0% |
| Q2 2021 | $481,000 | +8.3% | 7,323 | +3.5% | 0.10% | +6.3% |
| Q1 2021 | $444,000 | -43.4% | 7,075 | -45.7% | 0.10% | +5.6% |
| Q4 2020 | $784,000 | +153.7% | 13,030 | +120.3% | 0.09% | +5.9% |
| Q3 2020 | $309,000 | +50.0% | 5,915 | +40.9% | 0.08% | +32.8% |
| Q2 2020 | $206,000 | +154.3% | 4,199 | +116.6% | 0.06% | +106.5% |
| Q1 2020 | $81,000 | – | 1,939 | – | 0.03% | – |
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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% |