VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 248 filers reported holding VANGUARD STAR FDS in Q4 2016. The put-call ratio across all filers is 74.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $830,099 | -4.1% | 15,510 | +0.5% | 0.11% | -5.9% |
| Q2 2023 | $865,199 | +173.8% | 15,428 | +157.1% | 0.12% | +9.3% |
| Q2 2019 | $316,000 | +1.6% | 6,000 | 0.0% | 0.11% | -2.7% |
| Q1 2019 | $311,000 | +9.9% | 6,000 | 0.0% | 0.11% | -11.9% |
| Q4 2018 | $283,000 | -12.7% | 6,000 | 0.0% | 0.13% | +17.8% |
| Q3 2018 | $324,000 | -0.3% | 6,000 | 0.0% | 0.11% | -19.5% |
| Q2 2018 | $325,000 | -4.1% | 6,000 | 0.0% | 0.13% | +33.0% |
| Q1 2018 | $339,000 | -0.6% | 6,000 | 0.0% | 0.10% | -9.1% |
| Q4 2017 | $341,000 | +4.0% | 6,000 | 0.0% | 0.11% | -17.3% |
| Q3 2017 | $328,000 | +1.2% | 6,000 | 0.0% | 0.13% | -1.5% |
| Q2 2017 | $324,000 | +3.2% | 6,000 | 0.0% | 0.14% | -1.5% |
| Q1 2017 | $314,000 | +14.2% | 6,000 | 0.0% | 0.14% | +17.1% |
| Q4 2016 | $275,000 | -2.8% | 6,000 | 0.0% | 0.12% | -28.2% |
| Q3 2016 | $283,000 | +2.5% | 6,000 | 0.0% | 0.16% | -5.8% |
| Q2 2016 | $276,000 | – | 6,000 | – | 0.17% | – |
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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% |