VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $460,347 | +3.1% | 8,601 | +8.0% | 0.07% | -1.4% |
| Q2 2023 | $446,550 | +32.8% | 7,963 | +30.8% | 0.07% | +25.5% |
| Q1 2023 | $336,201 | -44.6% | 6,090 | -45.7% | 0.06% | +5.8% |
| Q4 2022 | $606,565 | +143.6% | 11,224 | +106.6% | 0.05% | +4.0% |
| Q3 2022 | $249,000 | -15.3% | 5,432 | -4.7% | 0.05% | -7.4% |
| Q2 2022 | $294,000 | -19.9% | 5,698 | -7.2% | 0.05% | -12.9% |
| Q1 2022 | $367,000 | -1.6% | 6,141 | +4.7% | 0.06% | -4.6% |
| Q4 2021 | $373,000 | -2.1% | 5,865 | -2.5% | 0.06% | -5.8% |
| Q3 2021 | $381,000 | -8.2% | 6,018 | -4.7% | 0.07% | -13.8% |
| Q2 2021 | $415,000 | +4.3% | 6,318 | -0.3% | 0.08% | +1.3% |
| Q1 2021 | $398,000 | -2.7% | 6,340 | -6.7% | 0.08% | -10.2% |
| Q4 2020 | $409,000 | +14.9% | 6,798 | -0.5% | 0.09% | 0.0% |
| Q3 2020 | $356,000 | +7.6% | 6,829 | +1.4% | 0.09% | -9.3% |
| Q2 2020 | $331,000 | -19.1% | 6,734 | -31.0% | 0.10% | -34.5% |
| Q1 2020 | $409,000 | -88.7% | 9,753 | -85.0% | 0.15% | -88.6% |
| Q4 2019 | $3,632,000 | – | 65,210 | – | 1.30% | – |
Download | ||||||
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% |