VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18 | -100.0% | 351 | -99.7% | 0.02% | -99.6% |
| Q2 2022 | $5,331,000 | -12.6% | 103,296 | +1.1% | 3.50% | -0.3% |
| Q1 2022 | $6,103,000 | -15.3% | 102,160 | -9.8% | 3.51% | -10.5% |
| Q4 2021 | $7,203,000 | +37.3% | 113,309 | +36.6% | 3.92% | +13.6% |
| Q3 2021 | $5,246,000 | +22.5% | 82,933 | +27.2% | 3.45% | +20.9% |
| Q2 2021 | $4,282,000 | +22.0% | 65,203 | +16.4% | 2.85% | +10.3% |
| Q1 2021 | $3,511,000 | +70.4% | 55,998 | +93230.0% | 2.58% | +96.3% |
| Q4 2020 | $2,060,000 | +535.8% | 60 | -99.0% | 1.32% | +462.4% |
| Q3 2020 | $324,000 | – | 6,221 | – | 0.23% | – |
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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% |