VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 434 filers reported holding VANGUARD STAR FDS in Q1 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $201,000 | -8.6% | 3,336 | -28.4% | 0.02% | -48.7% |
| Q4 2018 | $220,000 | -12.7% | 4,660 | 0.0% | 0.04% | -7.1% |
| Q3 2018 | $252,000 | 0.0% | 4,660 | 0.0% | 0.04% | -4.5% |
| Q2 2018 | $252,000 | -4.5% | 4,660 | 0.0% | 0.04% | -10.2% |
| Q1 2018 | $264,000 | -6.7% | 4,660 | -6.6% | 0.05% | +2.1% |
| Q4 2017 | $283,000 | +3.7% | 4,987 | 0.0% | 0.05% | -7.7% |
| Q3 2017 | $273,000 | +5.4% | 4,987 | 0.0% | 0.05% | +30.0% |
| Q2 2017 | $259,000 | -83.2% | 4,987 | -85.1% | 0.04% | -85.3% |
| Q4 2016 | $1,539,000 | – | 33,534 | – | 0.27% | – |
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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% |