VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,404,131 | -4.6% | 26,236 | 0.0% | 1.06% | -0.5% |
| Q2 2023 | $1,471,293 | -0.2% | 26,236 | -1.7% | 1.06% | -3.3% |
| Q1 2023 | $1,473,726 | +24.4% | 26,693 | +16.5% | 1.10% | +22.9% |
| Q4 2022 | $1,185,048 | +13.6% | 22,913 | +0.5% | 0.89% | -2.7% |
| Q3 2022 | $1,043,000 | -7.1% | 22,792 | +4.7% | 0.92% | +3.0% |
| Q2 2022 | $1,123,000 | +9.6% | 21,763 | +26.9% | 0.89% | +27.8% |
| Q1 2022 | $1,025,000 | -3.5% | 17,153 | +2.7% | 0.70% | +0.7% |
| Q4 2021 | $1,062,000 | +2.2% | 16,700 | +0.8% | 0.69% | -16.1% |
| Q1 2021 | $1,039,000 | +37.6% | 16,567 | +31.9% | 0.83% | +44.9% |
| Q4 2020 | $755,000 | +25.0% | 12,556 | +8.4% | 0.57% | -0.9% |
| Q3 2020 | $604,000 | +24.3% | 11,580 | 0.0% | 0.58% | -2.7% |
| Q1 2020 | $486,000 | +10.7% | 11,580 | +47.0% | 0.59% | +80.7% |
| Q4 2019 | $439,000 | – | 7,875 | – | 0.33% | – |
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% |