VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,385,988 | -7.9% | 530,381 | -3.5% | 1.28% | -5.4% |
| Q2 2023 | $30,814,813 | +5.9% | 549,480 | +4.2% | 1.36% | -3.2% |
| Q1 2023 | $29,102,328 | +12.4% | 527,121 | +5.3% | 1.40% | -84.2% |
| Q4 2022 | $25,881,445 | +61.6% | 500,415 | +43.0% | 8.89% | +852.1% |
| Q3 2022 | $16,020,000 | +2905.6% | 350,013 | +3290.0% | 0.93% | +3013.3% |
| Q2 2022 | $533,000 | -42.4% | 10,325 | -37.9% | 0.03% | -25.0% |
| Q4 2019 | $926,000 | -81.5% | 16,627 | -83.6% | 0.04% | -95.0% |
| Q1 2017 | $5,013,000 | – | 101,287 | – | 0.79% | – |
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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% |