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 | $3,005,844 | -4.5% | 56,163 | +0.1% | 0.29% | -6.5% |
| Q2 2023 | $3,146,929 | +1.6% | 56,115 | 0.0% | 0.31% | -8.8% |
| Q1 2023 | $3,098,109 | +6.7% | 56,115 | 0.0% | 0.34% | -2.6% |
| Q4 2022 | $2,902,268 | +11.2% | 56,115 | 0.0% | 0.35% | +5.8% |
| Q3 2022 | $2,610,000 | -7.6% | 56,115 | 0.0% | 0.33% | -17.7% |
| Q2 2022 | $2,825,000 | -15.7% | 56,115 | 0.0% | 0.40% | -18.7% |
| Q1 2022 | $3,352,000 | -6.0% | 56,115 | 0.0% | 0.49% | -15.7% |
| Q4 2021 | $3,567,000 | -0.5% | 56,115 | -1.0% | 0.58% | -9.4% |
| Q3 2021 | $3,585,000 | -46.4% | 56,673 | -44.3% | 0.65% | -58.3% |
| Q2 2021 | $6,688,000 | -25.1% | 101,834 | -28.5% | 1.55% | -61.2% |
| Q1 2021 | $8,927,000 | +4.3% | 142,383 | +0.0% | 3.99% | -45.6% |
| Q4 2020 | $8,563,000 | +21.3% | 142,343 | +5.1% | 7.34% | +29.8% |
| Q3 2020 | $7,062,000 | – | 135,373 | – | 5.66% | – |
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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% |