VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,597,588 | 0.0% | 64,151 | 0.0% | 0.75% | -0.9% |
| Q2 2023 | $3,597,588 | +1.6% | 64,151 | 0.0% | 0.76% | -2.3% |
| Q1 2023 | $3,541,777 | +1362121.9% | 64,151 | +278817.4% | 0.78% | – |
| Q4 2022 | $260 | -100.0% | 23 | -100.0% | 0.00% | -100.0% |
| Q3 2022 | $2,936,000 | -11.3% | 64,151 | 0.0% | 0.73% | -1.6% |
| Q2 2022 | $3,311,000 | -13.6% | 64,151 | -0.0% | 0.74% | -1.8% |
| Q1 2022 | $3,833,000 | -7.4% | 64,157 | -2.1% | 0.76% | -4.4% |
| Q4 2021 | $4,140,000 | +2.0% | 65,523 | +2.1% | 0.79% | -1.0% |
| Q3 2021 | $4,058,000 | +0.9% | 64,151 | 0.0% | 0.80% | -33.6% |
| Q1 2021 | $4,022,000 | +4.2% | 64,151 | 0.0% | 1.21% | -1.6% |
| Q4 2020 | $3,859,000 | +15.3% | 64,151 | 0.0% | 1.23% | -4.9% |
| Q3 2020 | $3,347,000 | +27.3% | 64,151 | +2.4% | 1.29% | +14.1% |
| Q1 2020 | $2,629,000 | – | 62,677 | – | 1.13% | – |
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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% |