VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 360 filers reported holding VANGUARD STAR FDS in Q1 2018. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,364,584 | -3.8% | 343,134 | +0.8% | 1.04% | -82.3% |
| Q2 2023 | $19,083,073 | +1.2% | 340,283 | -0.4% | 5.84% | -4.5% |
| Q1 2023 | $18,860,619 | +3.5% | 341,616 | -3.0% | 6.11% | +14.0% |
| Q4 2022 | $18,214,763 | +11.9% | 352,180 | -0.9% | 5.36% | -30.6% |
| Q3 2022 | $16,272,000 | -9.1% | 355,527 | +2.5% | 7.72% | +14.9% |
| Q2 2022 | $17,894,000 | -12.6% | 346,724 | +1.1% | 6.72% | -13.1% |
| Q1 2022 | $20,482,000 | +0.7% | 342,850 | +7.2% | 7.73% | +25.3% |
| Q4 2021 | $20,339,000 | +2.2% | 319,953 | +1.7% | 6.17% | +2.4% |
| Q3 2021 | $19,897,000 | -3.2% | 314,524 | +0.5% | 6.02% | -5.5% |
| Q2 2021 | $20,546,000 | +5.6% | 312,817 | +0.8% | 6.37% | +1.2% |
| Q1 2021 | $19,462,000 | -3.6% | 310,397 | -7.5% | 6.30% | -16.1% |
| Q4 2020 | $20,193,000 | +14.6% | 335,651 | -0.6% | 7.50% | -24.3% |
| Q3 2020 | $17,623,000 | +2.0% | 337,808 | -3.9% | 9.92% | -5.2% |
| Q2 2020 | $17,280,000 | +30.9% | 351,438 | +11.7% | 10.46% | +34.1% |
| Q1 2020 | $13,205,000 | -21.4% | 314,716 | +4.3% | 7.80% | -15.0% |
| Q4 2019 | $16,804,000 | +4.5% | 301,748 | -3.1% | 9.17% | +0.1% |
| Q3 2019 | $16,080,000 | +2.0% | 311,275 | +4.2% | 9.16% | -3.0% |
| Q2 2019 | $15,758,000 | +3.7% | 298,737 | +2.0% | 9.44% | +25.8% |
| Q1 2019 | $15,200,000 | +8.2% | 292,871 | -1.6% | 7.50% | -7.0% |
| Q4 2018 | $14,048,000 | -10.7% | 297,497 | +2.1% | 8.06% | +2.8% |
| Q3 2018 | $15,732,000 | -48.7% | 291,330 | -48.6% | 7.84% | -11.9% |
| Q2 2018 | $30,652,000 | -2.3% | 566,580 | +2.1% | 8.90% | -3.2% |
| Q1 2018 | $31,386,000 | +91.9% | 555,010 | +92.8% | 9.20% | -11.6% |
| Q4 2017 | $16,352,000 | – | 287,830 | – | 10.40% | – |
Download | ||||||
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% |