VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 133 filers reported holding VANGUARD STAR FDS in Q4 2014. The put-call ratio across all filers is 3.90 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $217,000 | -99.2% | 4,208 | -99.2% | 0.10% | -99.3% |
| Q4 2019 | $28,847,000 | +6.6% | 517,991 | -1.1% | 13.71% | +0.8% |
| Q3 2019 | $27,070,000 | -0.5% | 524,010 | +1.6% | 13.61% | +0.3% |
| Q2 2019 | $27,207,000 | -1.7% | 515,755 | -3.3% | 13.57% | -3.0% |
| Q1 2019 | $27,669,000 | +24.7% | 533,128 | +13.5% | 13.99% | +12.4% |
| Q4 2018 | $22,182,000 | +1.7% | 469,750 | +16.3% | 12.44% | +15.6% |
| Q3 2018 | $21,807,000 | -1.4% | 403,829 | -1.2% | 10.76% | -7.7% |
| Q2 2018 | $22,107,000 | -4.8% | 408,634 | -0.5% | 11.66% | -4.5% |
| Q1 2018 | $23,225,000 | -1.8% | 410,705 | -1.4% | 12.21% | -0.5% |
| Q4 2017 | $23,661,000 | +2.2% | 416,487 | -1.2% | 12.27% | -1.7% |
| Q3 2017 | $23,150,000 | +4.3% | 421,364 | -1.5% | 12.48% | +0.0% |
| Q2 2017 | $22,203,000 | +2.7% | 427,976 | -2.0% | 12.48% | +1.8% |
| Q1 2017 | $21,612,000 | +6.2% | 436,702 | -0.9% | 12.26% | +4.2% |
| Q4 2016 | $20,355,000 | -1.8% | 440,492 | +0.3% | 11.77% | -1.3% |
| Q3 2016 | $20,731,000 | +6.3% | 439,121 | +0.2% | 11.92% | +3.9% |
| Q2 2016 | $19,498,000 | -1.0% | 438,344 | -0.1% | 11.48% | +0.1% |
| Q1 2016 | $19,704,000 | +2.7% | 438,646 | +3.2% | 11.46% | -2.5% |
| Q4 2015 | $19,181,000 | +2.1% | 425,195 | +0.3% | 11.75% | -0.9% |
| Q3 2015 | $18,791,000 | -10.5% | 423,985 | +1.6% | 11.86% | -7.1% |
| Q2 2015 | $20,994,000 | +6.8% | 417,123 | +6.8% | 12.77% | +10.8% |
| Q1 2015 | $19,663,000 | +3.8% | 390,528 | -0.3% | 11.53% | +2.1% |
| Q4 2014 | $18,935,000 | – | 391,714 | – | 11.29% | – |
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% |