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 | $418,600 | -20.1% | 7,821 | -16.2% | 0.04% | -21.2% |
| Q2 2023 | $523,641 | +1.2% | 9,337 | -0.3% | 0.05% | -14.8% |
| Q1 2023 | $517,230 | +4.6% | 9,368 | -2.0% | 0.06% | +3.4% |
| Q4 2022 | $494,340 | +12.4% | 9,558 | -0.5% | 0.06% | +3.5% |
| Q3 2022 | $440,000 | -13.0% | 9,610 | -2.0% | 0.06% | -6.6% |
| Q2 2022 | $506,000 | -12.8% | 9,811 | +1.0% | 0.06% | -3.2% |
| Q1 2022 | $580,000 | +4.5% | 9,710 | +11.2% | 0.06% | -4.5% |
| Q4 2021 | $555,000 | +5.1% | 8,733 | +4.7% | 0.07% | -1.5% |
| Q3 2021 | $528,000 | +38.2% | 8,344 | +43.5% | 0.07% | +39.6% |
| Q2 2021 | $382,000 | +56.6% | 5,813 | +49.1% | 0.05% | +41.2% |
| Q1 2021 | $244,000 | +20.2% | 3,899 | +15.6% | 0.03% | +13.3% |
| Q4 2020 | $203,000 | -34.7% | 3,374 | -46.7% | 0.03% | -52.4% |
| Q2 2020 | $311,000 | -31.2% | 6,330 | -41.2% | 0.06% | -42.7% |
| Q1 2020 | $452,000 | -79.8% | 10,770 | -73.3% | 0.11% | -81.7% |
| Q4 2019 | $2,243,000 | +1996.3% | 40,285 | +1849.0% | 0.60% | +1900.0% |
| Q3 2019 | $107,000 | -1.8% | 2,067 | 0.0% | 0.03% | -9.1% |
| Q2 2019 | $109,000 | +1.9% | 2,067 | 0.0% | 0.03% | -17.5% |
| Q1 2019 | $107,000 | +9.2% | 2,067 | 0.0% | 0.04% | -4.8% |
| Q4 2018 | $98,000 | – | 2,067 | – | 0.04% | – |
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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% |