VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 943 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $77,737 | +6.3% | 1,393 | 0.0% | 0.04% | -5.0% |
| Q3 2023 | $73,146 | -5.7% | 1,393 | +0.1% | 0.04% | -9.1% |
| Q2 2023 | $77,564 | +1.5% | 1,391 | +0.4% | 0.04% | -4.3% |
| Q1 2023 | $76,382 | +5.9% | 1,385 | 0.0% | 0.05% | -6.1% |
| Q4 2022 | $72,106 | -64.7% | 1,385 | -67.2% | 0.05% | -66.7% |
| Q3 2022 | $204,000 | -8.9% | 4,226 | 0.0% | 0.15% | -4.5% |
| Q2 2022 | $224,000 | -10.8% | 4,226 | +0.1% | 0.15% | -5.5% |
| Q1 2022 | $251,000 | +14.6% | 4,220 | +22.7% | 0.16% | +14.0% |
| Q4 2021 | $219,000 | -26.3% | 3,440 | -25.1% | 0.14% | -33.8% |
| Q3 2021 | $297,000 | -0.7% | 4,590 | 0.0% | 0.22% | -4.8% |
| Q2 2021 | $299,000 | +16.8% | 4,590 | +14.6% | 0.23% | +7.6% |
| Q1 2021 | $256,000 | +652.9% | 4,006 | +599.1% | 0.21% | +539.4% |
| Q4 2020 | $34,000 | +13.3% | 573 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $30,000 | +3.4% | 573 | +0.4% | 0.03% | +3.1% |
| Q2 2020 | $29,000 | +20.8% | 571 | +0.4% | 0.03% | +6.7% |
| Q1 2020 | $24,000 | -25.0% | 569 | 0.0% | 0.03% | -3.2% |
| Q4 2019 | $32,000 | – | 569 | – | 0.03% | – |
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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% |