VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $910,480 | -6.0% | 17,012 | -1.5% | 0.31% | -1.9% |
| Q2 2023 | $968,724 | -33.5% | 17,274 | -34.5% | 0.31% | -37.0% |
| Q1 2023 | $1,455,723 | +1.2% | 26,367 | -5.2% | 0.50% | -3.7% |
| Q4 2022 | $1,438,282 | +12.0% | 27,809 | -0.8% | 0.51% | +6.0% |
| Q3 2022 | $1,284,000 | -11.3% | 28,043 | 0.0% | 0.48% | +0.2% |
| Q2 2022 | $1,447,000 | -13.6% | 28,043 | 0.0% | 0.48% | +8.3% |
| Q1 2022 | $1,675,000 | -10.2% | 28,043 | -4.5% | 0.45% | +20.5% |
| Q4 2021 | $1,866,000 | +0.5% | 29,357 | 0.0% | 0.37% | +7.2% |
| Q3 2021 | $1,857,000 | -7.2% | 29,357 | -3.6% | 0.35% | +7.5% |
| Q2 2021 | $2,000,000 | +3.8% | 30,454 | -0.9% | 0.32% | +12.2% |
| Q1 2021 | $1,927,000 | +9.0% | 30,736 | +4.6% | 0.29% | -47.0% |
| Q4 2020 | $1,768,000 | +25.3% | 29,381 | +8.6% | 0.54% | -2.5% |
| Q3 2020 | $1,411,000 | – | 27,053 | – | 0.56% | – |
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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% |