VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 435 filers reported holding VANGUARD STAR FDS in Q2 2019. 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 | $358,959 | +55.9% | 6,707 | +63.3% | 0.09% | +57.9% |
| Q2 2023 | $230,321 | +4.4% | 4,107 | +2.8% | 0.06% | -12.3% |
| Q1 2023 | $220,619 | -29.1% | 3,996 | -33.6% | 0.06% | -36.3% |
| Q4 2022 | $311,199 | +54.1% | 6,017 | +53.4% | 0.10% | +27.5% |
| Q3 2022 | $202,000 | 0.0% | 3,922 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $202,000 | -12.2% | 3,922 | +8.6% | 0.08% | -3.6% |
| Q1 2022 | $230,000 | 0.0% | 3,613 | 0.0% | 0.08% | 0.0% |
| Q4 2021 | $230,000 | +11.1% | 3,613 | +10.4% | 0.08% | -4.6% |
| Q3 2021 | $207,000 | -12.3% | 3,274 | -16.7% | 0.09% | -30.4% |
| Q4 2020 | $236,000 | +15.7% | 3,929 | +0.3% | 0.12% | -3.1% |
| Q3 2020 | $204,000 | -26.4% | 3,918 | -40.8% | 0.13% | -50.0% |
| Q1 2020 | $277,000 | -45.5% | 6,613 | -27.5% | 0.26% | -34.0% |
| Q4 2019 | $508,000 | +34.4% | 9,125 | +24.7% | 0.39% | +16.7% |
| Q3 2019 | $378,000 | +1.1% | 7,315 | +3.3% | 0.34% | -2.9% |
| Q2 2019 | $374,000 | +25.5% | 7,082 | +23.5% | 0.34% | +16.9% |
| Q1 2019 | $298,000 | -7.7% | 5,733 | -4.1% | 0.30% | +13.9% |
| Q4 2018 | $323,000 | – | 5,980 | – | 0.26% | – |
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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% |