VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $531,070 | +5.9% | 9,923 | +11.0% | 0.10% | +8.2% |
| Q2 2023 | $501,401 | +42.3% | 8,941 | +40.1% | 0.10% | +32.9% |
| Q1 2023 | $352,285 | +6.5% | 6,381 | -0.2% | 0.07% | -3.9% |
| Q4 2022 | $330,698 | +11.0% | 6,394 | -1.7% | 0.08% | +7.0% |
| Q3 2022 | $298,000 | -13.6% | 6,503 | 0.0% | 0.07% | -1.4% |
| Q2 2022 | $345,000 | -13.5% | 6,503 | -2.6% | 0.07% | -13.3% |
| Q1 2022 | $399,000 | -17.9% | 6,678 | -13.9% | 0.08% | -18.6% |
| Q4 2021 | $486,000 | -21.6% | 7,760 | -40.6% | 0.10% | -63.3% |
| Q4 2018 | $620,000 | – | 13,053 | – | 0.28% | – |
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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% |