VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $34,918,925 | -23.6% | 622,663 | -24.8% | 1.69% | -29.1% |
| Q1 2023 | $45,690,156 | +104944.5% | 827,570 | -1.6% | 2.38% | +4.2% |
| Q4 2022 | $43,496 | -99.7% | 840,982 | +175.7% | 2.28% | +180.7% |
| Q3 2022 | $13,962,000 | +14.8% | 305,045 | +29.4% | 0.81% | +27.0% |
| Q2 2022 | $12,164,000 | -67.4% | 235,698 | -62.3% | 0.64% | -65.1% |
| Q1 2022 | $37,303,000 | +7736.8% | 624,431 | +8244.7% | 1.84% | +7895.7% |
| Q4 2021 | $476,000 | +0.6% | 7,483 | +0.1% | 0.02% | -11.5% |
| Q3 2021 | $473,000 | -3.7% | 7,473 | +0.0% | 0.03% | -10.3% |
| Q2 2021 | $491,000 | +4.9% | 7,470 | +0.1% | 0.03% | -12.1% |
| Q1 2021 | $468,000 | +5.2% | 7,465 | +0.9% | 0.03% | -15.4% |
| Q4 2020 | $445,000 | +15.3% | 7,396 | +0.1% | 0.04% | 0.0% |
| Q3 2020 | $386,000 | +6.3% | 7,390 | +0.1% | 0.04% | -2.5% |
| Q2 2020 | $363,000 | -52.7% | 7,386 | -59.7% | 0.04% | -61.5% |
| Q1 2020 | $768,000 | – | 18,308 | – | 0.10% | – |
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% |