VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,880 | -15.4% | 6,145 | -11.3% | 0.20% | -12.4% |
| Q2 2023 | $388,634 | -0.5% | 6,930 | 0.0% | 0.23% | -6.0% |
| Q1 2023 | $390,575 | +9.0% | 6,930 | 0.0% | 0.25% | +5.1% |
| Q4 2022 | $358,420 | +9.3% | 6,930 | 0.0% | 0.24% | +9.2% |
| Q3 2022 | $328,000 | -15.7% | 6,930 | -8.1% | 0.22% | -14.6% |
| Q2 2022 | $389,000 | -19.1% | 7,540 | -6.4% | 0.25% | -4.9% |
| Q1 2022 | $481,000 | -5.1% | 8,055 | +1.0% | 0.27% | -1.8% |
| Q4 2021 | $507,000 | +2.8% | 7,975 | +2.3% | 0.27% | -6.8% |
| Q3 2021 | $493,000 | -3.7% | 7,795 | 0.0% | 0.29% | -2.7% |
| Q2 2021 | $512,000 | +3.9% | 7,795 | -0.8% | 0.30% | +11.9% |
| Q1 2021 | $493,000 | +4.2% | 7,855 | 0.0% | 0.27% | -5.0% |
| Q4 2020 | $473,000 | +15.4% | 7,855 | 0.0% | 0.28% | +2.2% |
| Q3 2020 | $410,000 | +17.5% | 7,855 | +18.0% | 0.28% | +1.8% |
| Q2 2020 | $349,000 | -36.0% | 6,655 | -48.8% | 0.27% | -46.5% |
| Q1 2020 | $545,000 | -29.4% | 12,990 | -6.3% | 0.51% | -18.0% |
| Q4 2019 | $772,000 | +40.9% | 13,860 | +30.6% | 0.62% | +29.3% |
| Q3 2019 | $548,000 | -9.6% | 10,610 | -7.6% | 0.48% | -9.8% |
| Q2 2019 | $606,000 | -0.3% | 11,480 | -2.0% | 0.53% | -1.7% |
| Q1 2019 | $608,000 | +5.9% | 11,715 | -3.6% | 0.54% | -5.1% |
| Q4 2018 | $574,000 | -11.1% | 12,150 | +1.5% | 0.57% | +5.6% |
| Q3 2018 | $646,000 | -7.6% | 11,965 | -7.4% | 0.54% | -13.6% |
| Q2 2018 | $699,000 | +21.4% | 12,915 | +26.8% | 0.62% | +22.6% |
| Q1 2018 | $576,000 | – | 10,185 | – | 0.51% | – |
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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% |