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 | $300,408 | -6.3% | 5,613 | -1.8% | 0.11% | -0.9% |
| Q2 2023 | $320,442 | +1.6% | 5,714 | 0.0% | 0.12% | -2.5% |
| Q1 2023 | $315,470 | +6.7% | 5,714 | 0.0% | 0.12% | +2.6% |
| Q4 2022 | $295,528 | +12.8% | 5,714 | 0.0% | 0.12% | +1.8% |
| Q3 2022 | $262,000 | +9.6% | 5,714 | +23.3% | 0.11% | +16.5% |
| Q2 2022 | $239,000 | -13.4% | 4,635 | +0.2% | 0.10% | +5.4% |
| Q1 2022 | $276,000 | +1.8% | 4,625 | +6.8% | 0.09% | -10.7% |
| Q1 2021 | $271,000 | -92.9% | 4,330 | -94.5% | 0.10% | -89.7% |
| Q1 2018 | $3,800,000 | +1432.3% | 78,650 | +1695.7% | 1.00% | +707.3% |
| Q4 2017 | $248,000 | -0.4% | 4,380 | -3.9% | 0.12% | -5.3% |
| Q3 2017 | $249,000 | +5.1% | 4,557 | 0.0% | 0.13% | +1.6% |
| Q2 2017 | $237,000 | +4.9% | 4,557 | 0.0% | 0.13% | +2.4% |
| Q1 2017 | $226,000 | +8.1% | 4,557 | 0.0% | 0.13% | +6.8% |
| Q4 2016 | $209,000 | – | 4,557 | – | 0.12% | – |
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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% |