VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 506 filers reported holding VANGUARD STAR FDS in Q1 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $738,683 | -4.6% | 13,802 | 0.0% | 0.18% | +7.6% |
| Q2 2023 | $774,016 | +1.6% | 13,802 | 0.0% | 0.17% | -28.0% |
| Q1 2023 | $762,008 | +6.7% | 13,802 | 0.0% | 0.24% | +2.1% |
| Q4 2022 | $713,839 | +13.1% | 13,802 | 0.0% | 0.23% | -2.1% |
| Q3 2022 | $631,000 | -11.4% | 13,802 | 0.0% | 0.24% | -9.5% |
| Q2 2022 | $712,000 | -12.4% | 13,802 | +1.3% | 0.26% | -3.3% |
| Q1 2022 | $813,000 | +10.2% | 13,622 | +17.3% | 0.27% | +12.8% |
| Q4 2021 | $738,000 | +0.4% | 11,611 | 0.0% | 0.24% | -13.9% |
| Q3 2021 | $735,000 | -3.5% | 11,611 | 0.0% | 0.28% | -5.1% |
| Q2 2021 | $762,000 | +4.7% | 11,611 | 0.0% | 0.30% | -20.2% |
| Q1 2021 | $728,000 | +0.1% | 11,611 | -3.9% | 0.37% | -13.5% |
| Q4 2020 | $727,000 | +15.0% | 12,084 | 0.0% | 0.43% | -7.7% |
| Q3 2020 | $632,000 | +6.4% | 12,084 | 0.0% | 0.46% | +6.9% |
| Q2 2020 | $594,000 | +17.2% | 12,084 | 0.0% | 0.44% | -9.6% |
| Q1 2020 | $507,000 | – | 12,084 | – | 0.48% | – |
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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% |