VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 376 filers reported holding VANGUARD STAR FDS in Q2 2018. The put-call ratio across all filers is 0.65 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $205,000 | +28.9% | 3,122 | +2.2% | 0.11% | -9.2% |
| Q1 2019 | $159,000 | +8.2% | 3,054 | -1.9% | 0.12% | -3.2% |
| Q4 2018 | $147,000 | -27.6% | 3,113 | -17.4% | 0.12% | -18.4% |
| Q3 2018 | $203,000 | +21.6% | 3,768 | +21.9% | 0.15% | +20.6% |
| Q2 2018 | $167,000 | -33.7% | 3,092 | -30.4% | 0.13% | -32.6% |
| Q1 2018 | $252,000 | -40.6% | 4,442 | -40.4% | 0.19% | -45.8% |
| Q4 2017 | $424,000 | +5.5% | 7,455 | +1.5% | 0.34% | -38.6% |
| Q3 2017 | $402,000 | +0.8% | 7,345 | -4.3% | 0.56% | +54.4% |
| Q2 2017 | $399,000 | -0.7% | 7,677 | -5.1% | 0.36% | -2.2% |
| Q1 2017 | $402,000 | +3.9% | 8,087 | -4.2% | 0.37% | -5.6% |
| Q4 2016 | $387,000 | – | 8,442 | – | 0.39% | – |
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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% |