VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,862,581 | -2.9% | 109,540 | +0.2% | 4.16% | -4.3% |
Q1 2023 | $6,037,766 | +7.3% | 109,360 | +0.5% | 4.34% | +20.7% |
Q4 2022 | $5,625,791 | +12.9% | 108,774 | -0.1% | 3.60% | +5.0% |
Q3 2022 | $4,984,000 | -28.9% | 108,888 | -19.8% | 3.43% | -24.7% |
Q2 2022 | $7,006,000 | -13.6% | 135,745 | 0.0% | 4.55% | -3.0% |
Q1 2022 | $8,109,000 | -6.1% | 135,745 | -0.1% | 4.70% | -25.8% |
Q4 2021 | $8,637,000 | +0.5% | 135,868 | +0.0% | 6.33% | -4.6% |
Q3 2021 | $8,594,000 | -3.3% | 135,856 | +0.4% | 6.64% | -2.4% |
Q2 2021 | $8,888,000 | +4.3% | 135,327 | -0.5% | 6.80% | -0.1% |
Q1 2021 | $8,523,000 | +3.1% | 135,939 | -1.0% | 6.81% | +1.9% |
Q4 2020 | $8,264,000 | +15.3% | 137,373 | 0.0% | 6.68% | +4.9% |
Q3 2020 | $7,167,000 | +6.9% | 137,373 | +0.8% | 6.38% | +3.3% |
Q2 2020 | $6,703,000 | +17.2% | 136,327 | 0.0% | 6.17% | +7.2% |
Q1 2020 | $5,720,000 | -16.2% | 136,327 | +11.3% | 5.75% | -7.3% |
Q4 2019 | $6,822,000 | +12.7% | 122,507 | +4.6% | 6.21% | -1.1% |
Q3 2019 | $6,052,000 | -2.1% | 117,149 | 0.0% | 6.28% | -5.1% |
Q2 2019 | $6,180,000 | +1.6% | 117,149 | 0.0% | 6.62% | +8.1% |
Q1 2019 | $6,080,000 | +9.9% | 117,149 | 0.0% | 6.13% | +1.5% |
Q4 2018 | $5,532,000 | -11.1% | 117,149 | +1.6% | 6.04% | -3.9% |
Q3 2018 | $6,226,000 | +3.9% | 115,304 | +4.1% | 6.28% | -14.5% |
Q2 2018 | $5,990,000 | – | 110,725 | – | 7.35% | – |
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% |