VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 26 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,670 | -28.4% | 704 | -25.0% | 0.02% | -27.3% |
| Q2 2023 | $52,647 | +103129.4% | 939 | +1.2% | 0.02% | -4.3% |
| Q1 2023 | $51 | +6.2% | 928 | +0.2% | 0.02% | 0.0% |
| Q4 2022 | $48 | -99.9% | 926 | +1.2% | 0.02% | -32.4% |
| Q3 2022 | $42,000 | -23.6% | 915 | -14.2% | 0.03% | +47.8% |
| Q2 2022 | $55,000 | -12.7% | 1,066 | +1.1% | 0.02% | -4.2% |
| Q1 2022 | $63,000 | -6.0% | 1,054 | +0.2% | 0.02% | -17.2% |
| Q4 2021 | $67,000 | +19.6% | 1,052 | +18.9% | 0.03% | +11.5% |
| Q3 2021 | $56,000 | -3.4% | 885 | +0.6% | 0.03% | -7.1% |
| Q2 2021 | $58,000 | +5.5% | 880 | +0.8% | 0.03% | +12.0% |
| Q1 2021 | $55,000 | +5.8% | 873 | +0.2% | 0.02% | +4.2% |
| Q4 2020 | $52,000 | +15.6% | 871 | +0.9% | 0.02% | -4.0% |
| Q3 2020 | $45,000 | +7.1% | 863 | +0.7% | 0.02% | -3.8% |
| Q2 2020 | $42,000 | -10.6% | 857 | +0.8% | 0.03% | -16.1% |
| Q4 2019 | $47,000 | – | 850 | – | 0.03% | – |
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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% |