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 | $844,224 | -4.6% | 15,774 | 0.0% | 0.53% | -1.7% |
| Q2 2023 | $884,606 | +1.6% | 15,774 | 0.0% | 0.54% | +6.8% |
| Q1 2023 | $870,883 | +6.7% | 15,774 | 0.0% | 0.50% | +2.4% |
| Q4 2022 | $815,831 | +13.0% | 15,774 | 0.0% | 0.49% | +37.6% |
| Q3 2022 | $722,000 | -11.3% | 15,774 | 0.0% | 0.36% | -11.4% |
| Q2 2022 | $814,000 | -13.6% | 15,774 | 0.0% | 0.40% | +30.5% |
| Q1 2022 | $942,000 | -6.1% | 15,774 | 0.0% | 0.31% | -18.7% |
| Q4 2021 | $1,003,000 | +0.5% | 15,774 | 0.0% | 0.38% | -7.6% |
| Q3 2021 | $998,000 | -3.7% | 15,774 | 0.0% | 0.41% | +1.5% |
| Q2 2021 | $1,036,000 | +4.8% | 15,774 | 0.0% | 0.40% | +4.1% |
| Q1 2021 | $989,000 | +4.2% | 15,774 | 0.0% | 0.39% | -2.0% |
| Q4 2020 | $949,000 | +15.3% | 15,774 | 0.0% | 0.40% | +1.5% |
| Q3 2020 | $823,000 | +6.1% | 15,774 | 0.0% | 0.39% | -3.0% |
| Q2 2020 | $776,000 | +17.2% | 15,774 | 0.0% | 0.40% | -2.4% |
| Q1 2020 | $662,000 | -17.1% | 15,774 | +9.9% | 0.41% | -17.9% |
| Q4 2019 | $799,000 | – | 14,354 | – | 0.50% | – |
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% |