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 | $757,556 | -4.5% | 14,331 | +0.4% | 0.19% | -4.6% |
| Q2 2023 | $793,022 | +11.2% | 14,278 | +10.2% | 0.20% | +5.4% |
| Q1 2023 | $713,161 | -2.1% | 12,958 | -5.8% | 0.18% | -4.1% |
| Q4 2022 | $728,597 | -16.9% | 13,749 | -28.0% | 0.19% | -32.8% |
| Q3 2022 | $877,000 | -32.4% | 19,108 | -23.7% | 0.29% | -25.3% |
| Q2 2022 | $1,298,000 | -4.3% | 25,057 | +9.3% | 0.38% | +20.4% |
| Q1 2022 | $1,356,000 | -3.2% | 22,929 | +4.7% | 0.32% | -18.0% |
| Q4 2021 | $1,401,000 | +19.5% | 21,900 | +18.3% | 0.39% | -4.7% |
| Q3 2021 | $1,172,000 | +5.9% | 18,513 | +9.5% | 0.41% | +8.2% |
| Q2 2021 | $1,107,000 | +4.8% | 16,906 | +2.2% | 0.38% | +35.1% |
| Q1 2021 | $1,056,000 | +32.2% | 16,534 | +25.2% | 0.28% | -2.8% |
| Q4 2020 | $799,000 | – | 13,203 | – | 0.29% | – |
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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% |