VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,199 | -4.6% | 3,778 | 0.0% | 0.04% | +2.4% |
| Q2 2023 | $211,871 | +1.6% | 3,778 | 0.0% | 0.04% | -4.5% |
| Q1 2023 | $208,584 | -9.9% | 3,778 | -15.6% | 0.04% | -15.4% |
| Q4 2022 | $231,603 | +0.3% | 4,478 | -11.4% | 0.05% | -10.3% |
| Q3 2022 | $231,000 | -26.0% | 5,054 | -16.5% | 0.06% | -22.7% |
| Q2 2022 | $312,000 | -30.8% | 6,054 | -19.9% | 0.08% | -21.1% |
| Q1 2022 | $451,000 | -6.0% | 7,554 | 0.0% | 0.10% | -3.1% |
| Q4 2021 | $480,000 | +0.4% | 7,554 | 0.0% | 0.10% | -7.5% |
| Q3 2021 | $478,000 | +3883.3% | 7,554 | +4192.0% | 0.11% | +3433.3% |
| Q2 2021 | $12,000 | +9.1% | 176 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | 0.0% | 176 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | +22.2% | 176 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | – | 176 | – | 0.00% | – |
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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% |