VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 26 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,559,359 | -7.1% | 29,135 | -2.7% | 0.65% | -6.9% |
| Q2 2023 | $1,678,474 | +7.1% | 29,930 | +5.4% | 0.70% | -2.5% |
| Q1 2023 | $1,567,487 | +7.1% | 28,391 | +0.3% | 0.71% | -4.4% |
| Q4 2022 | $1,463,881 | +71.0% | 28,304 | +51.3% | 0.75% | +63.8% |
| Q3 2022 | $856,000 | -14.7% | 18,712 | -3.9% | 0.46% | -17.8% |
| Q2 2022 | $1,004,000 | +1.2% | 19,462 | +17.2% | 0.56% | +11.7% |
| Q1 2022 | $992,000 | -1.5% | 16,611 | +4.8% | 0.50% | -0.8% |
| Q4 2021 | $1,007,000 | +8.2% | 15,847 | +7.7% | 0.50% | -1.8% |
| Q3 2021 | $931,000 | -1.9% | 14,719 | +1.9% | 0.51% | -1.5% |
| Q2 2021 | $949,000 | +11.8% | 14,445 | +6.6% | 0.52% | +4.6% |
| Q1 2021 | $849,000 | +5.7% | 13,547 | +1.5% | 0.50% | -2.9% |
| Q4 2020 | $803,000 | +22.8% | 13,353 | +6.5% | 0.51% | +4.1% |
| Q3 2020 | $654,000 | +27.0% | 12,537 | +2.1% | 0.49% | -19.5% |
| Q1 2020 | $515,000 | – | 12,285 | – | 0.61% | – |
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% |