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 | $1,343,031 | -5.9% | 25,094 | -1.4% | 1.24% | +0.1% |
| Q2 2023 | $1,426,731 | -5.3% | 25,441 | -6.8% | 1.24% | -1.5% |
| Q1 2023 | $1,506,847 | +3.6% | 27,293 | -2.9% | 1.26% | +5.3% |
| Q4 2022 | $1,454,418 | +15.9% | 28,121 | +2.5% | 1.19% | +34.3% |
| Q3 2022 | $1,255,000 | -13.6% | 27,432 | -2.6% | 0.89% | -42.3% |
| Q2 2022 | $1,453,000 | -13.5% | 28,161 | +0.2% | 1.54% | +68.2% |
| Q1 2022 | $1,679,000 | -6.6% | 28,107 | -0.6% | 0.92% | -3.5% |
| Q4 2021 | $1,797,000 | +5.0% | 28,273 | +4.5% | 0.95% | -0.8% |
| Q3 2021 | $1,711,000 | -5.3% | 27,061 | -1.7% | 0.96% | -3.8% |
| Q2 2021 | $1,807,000 | +4.1% | 27,524 | -0.6% | 0.99% | -2.1% |
| Q1 2021 | $1,736,000 | +8.7% | 27,694 | +4.3% | 1.02% | +1.9% |
| Q4 2020 | $1,597,000 | +14.2% | 26,553 | -1.0% | 1.00% | -0.1% |
| Q3 2020 | $1,399,000 | +7.9% | 26,823 | +1.7% | 1.00% | -5.9% |
| Q2 2020 | $1,297,000 | +61.1% | 26,381 | +37.5% | 1.06% | +25.2% |
| Q1 2020 | $805,000 | -13.4% | 19,191 | +14.9% | 0.85% | +8.9% |
| Q4 2019 | $930,000 | – | 16,706 | – | 0.78% | – |
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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% |