VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,018,395 | +45.6% | 504,828 | +52.6% | 1.96% | +178.2% |
| Q2 2023 | $18,550,871 | +45.9% | 330,793 | +43.6% | 0.71% | +28.1% |
| Q1 2023 | $12,715,912 | +47.6% | 230,319 | +38.3% | 0.55% | +31.2% |
| Q4 2022 | $8,615,414 | +117.9% | 166,578 | +92.9% | 0.42% | +90.9% |
| Q3 2022 | $3,953,000 | +231.6% | 86,358 | +274.1% | 0.22% | +223.5% |
| Q2 2022 | $1,192,000 | +194.3% | 23,086 | +240.4% | 0.07% | +195.7% |
| Q1 2022 | $405,000 | -6.0% | 6,783 | +0.1% | 0.02% | -4.2% |
| Q4 2021 | $431,000 | +0.7% | 6,778 | +0.3% | 0.02% | -17.2% |
| Q3 2021 | $428,000 | -2.7% | 6,761 | +0.8% | 0.03% | -6.5% |
| Q2 2021 | $440,000 | +4.8% | 6,705 | 0.0% | 0.03% | -16.2% |
| Q1 2021 | $420,000 | +30.8% | 6,705 | +25.6% | 0.04% | +2.8% |
| Q4 2020 | $321,000 | +15.5% | 5,337 | 0.0% | 0.04% | -2.7% |
| Q3 2020 | $278,000 | +6.1% | 5,337 | 0.0% | 0.04% | -9.8% |
| Q2 2020 | $262,000 | – | 5,337 | – | 0.04% | – |
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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% |