VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,078,685 | -3.8% | 57,524 | +0.8% | 0.70% | -2.4% |
| Q2 2023 | $3,200,318 | +5.6% | 57,067 | +3.9% | 0.72% | +0.4% |
| Q1 2023 | $3,031,306 | +5.6% | 54,905 | -1.1% | 0.71% | -4.2% |
| Q4 2022 | $2,870,253 | +12.7% | 55,496 | -0.3% | 0.74% | +8.5% |
| Q3 2022 | $2,547,000 | -32.2% | 55,641 | -23.5% | 0.69% | -21.8% |
| Q2 2022 | $3,756,000 | -18.2% | 72,773 | -5.4% | 0.88% | -6.4% |
| Q1 2022 | $4,594,000 | -12.2% | 76,901 | -6.6% | 0.94% | -12.0% |
| Q4 2021 | $5,232,000 | -5.5% | 82,306 | -5.9% | 1.06% | -11.5% |
| Q3 2021 | $5,536,000 | +10.8% | 87,513 | +15.0% | 1.20% | +6.6% |
| Q2 2021 | $4,998,000 | +5.2% | 76,102 | +0.5% | 1.13% | -2.2% |
| Q1 2021 | $4,750,000 | +4.6% | 75,755 | +0.3% | 1.15% | +1.0% |
| Q4 2020 | $4,543,000 | +14.8% | 75,523 | -0.4% | 1.14% | +2.8% |
| Q3 2020 | $3,956,000 | +16.1% | 75,824 | +9.4% | 1.11% | +3.4% |
| Q2 2020 | $3,407,000 | – | 69,290 | – | 1.08% | – |
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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% |