VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $318,016 | -8.2% | 5,942 | -3.8% | 0.01% | +12.5% |
Q2 2023 | $346,406 | -36.8% | 6,177 | -37.8% | 0.01% | -46.7% |
Q1 2023 | $548,070 | -17.3% | 9,927 | -22.5% | 0.02% | -25.0% |
Q4 2022 | $662,637 | +71.7% | 12,812 | +51.9% | 0.02% | +122.2% |
Q3 2022 | $386,000 | -41.8% | 8,432 | -34.4% | 0.01% | -47.1% |
Q2 2022 | $663,000 | -13.7% | 12,854 | 0.0% | 0.02% | -10.5% |
Q1 2022 | $768,000 | -15.0% | 12,854 | -9.5% | 0.02% | -29.6% |
Q4 2021 | $903,000 | +11.3% | 14,203 | +10.8% | 0.03% | +28.6% |
Q3 2021 | $811,000 | +19.8% | 12,821 | +24.5% | 0.02% | +5.0% |
Q2 2021 | $677,000 | +96.8% | 10,301 | +87.6% | 0.02% | +66.7% |
Q1 2021 | $344,000 | -32.4% | 5,490 | -43.8% | 0.01% | -55.6% |
Q3 2020 | $509,000 | +108.6% | 9,766 | +96.1% | 0.03% | +80.0% |
Q2 2020 | $244,000 | +17.3% | 4,979 | +0.3% | 0.02% | -16.7% |
Q1 2020 | $208,000 | -25.4% | 4,963 | -1.2% | 0.02% | -10.0% |
Q4 2019 | $279,000 | – | 5,024 | – | 0.02% | – |
Download |
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% |