VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $997,727 | -6.6% | 18,642 | -2.1% | 0.11% | -10.2% |
| Q2 2023 | $1,068,322 | +4.6% | 19,050 | +3.0% | 0.12% | -7.1% |
| Q1 2023 | $1,021,627 | +16.2% | 18,504 | +8.9% | 0.13% | -4.5% |
| Q4 2022 | $879,040 | +0.1% | 16,996 | -11.3% | 0.13% | -33.8% |
| Q3 2022 | $878,000 | -22.3% | 19,168 | -12.4% | 0.20% | -30.9% |
| Q2 2022 | $1,130,000 | +46.6% | 21,889 | +69.6% | 0.29% | +48.5% |
| Q1 2022 | $771,000 | -11.1% | 12,906 | -5.4% | 0.20% | -19.3% |
| Q4 2021 | $867,000 | – | 13,643 | – | 0.24% | – |
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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% |