VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,468,197 | -10.4% | 46,117 | -6.1% | 2.69% | -7.7% |
| Q2 2023 | $2,754,481 | +18.4% | 49,117 | +9.2% | 2.92% | +7.5% |
| Q4 2022 | $2,325,590 | +11.3% | 44,965 | -1.5% | 2.71% | +0.1% |
| Q3 2022 | $2,090,000 | -11.3% | 45,665 | +0.1% | 2.71% | -6.1% |
| Q2 2022 | $2,355,000 | -9.4% | 45,629 | +4.9% | 2.89% | +0.9% |
| Q1 2022 | $2,598,000 | -3.3% | 43,490 | +2.9% | 2.86% | +0.1% |
| Q4 2021 | $2,686,000 | +12.6% | 42,254 | +12.1% | 2.86% | +7.6% |
| Q3 2021 | $2,385,000 | +19.8% | 37,696 | +24.4% | 2.66% | +11.3% |
| Q2 2021 | $1,990,000 | +11.8% | 30,292 | +6.7% | 2.39% | +4.3% |
| Q1 2021 | $1,780,000 | +3.9% | 28,393 | -0.3% | 2.29% | +10.0% |
| Q4 2020 | $1,713,000 | +27.8% | 28,478 | +10.9% | 2.08% | +59.8% |
| Q3 2020 | $1,340,000 | +135.9% | 25,690 | +122.4% | 1.30% | +118.5% |
| Q2 2020 | $568,000 | -76.7% | 11,553 | -73.8% | 0.60% | -78.2% |
| Q1 2010 | $2,438,570 | – | 44,169 | – | 2.73% | – |
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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% |