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 | $4,954,401 | +34.5% | 92,571 | +41.0% | 0.02% | +31.2% |
| Q2 2023 | $3,682,269 | +47.2% | 65,661 | +44.9% | 0.02% | +45.5% |
| Q1 2023 | $2,501,123 | +40.7% | 45,302 | +31.8% | 0.01% | +22.2% |
| Q4 2022 | $1,777,099 | +268.7% | 34,360 | +226.0% | 0.01% | +200.0% |
| Q3 2022 | $482,000 | -31.4% | 10,541 | -22.6% | 0.00% | -25.0% |
| Q2 2022 | $703,000 | +9.0% | 13,622 | +26.1% | 0.00% | +33.3% |
| Q1 2022 | $645,000 | +102.8% | 10,799 | +115.6% | 0.00% | +200.0% |
| Q4 2021 | $318,000 | +53.6% | 5,008 | +53.0% | 0.00% | 0.0% |
| Q3 2021 | $207,000 | – | 3,273 | – | 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% |