VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $186,472 | -4.5% | 3,484 | +0.1% | 0.13% | 0.0% |
| Q2 2023 | $195,272 | +43.7% | 3,482 | +32.5% | 0.13% | +28.4% |
| Q4 2022 | $135,855 | +13.2% | 2,627 | +0.2% | 0.10% | +8.5% |
| Q3 2022 | $120,000 | -11.1% | 2,622 | +0.1% | 0.09% | -6.0% |
| Q2 2022 | $135,000 | -13.5% | 2,620 | +0.5% | 0.10% | +2.0% |
| Q1 2022 | $156,000 | -13.8% | 2,608 | -8.2% | 0.10% | -10.1% |
| Q4 2021 | $181,000 | +1.1% | 2,842 | +0.2% | 0.11% | -4.4% |
| Q3 2021 | $179,000 | -7.3% | 2,836 | -3.3% | 0.11% | -8.1% |
| Q2 2021 | $193,000 | +4.9% | 2,933 | +0.1% | 0.12% | -3.9% |
| Q1 2021 | $184,000 | +8.2% | 2,930 | +3.9% | 0.13% | +3.2% |
| Q4 2020 | $170,000 | +15.6% | 2,820 | +0.1% | 0.12% | +6.8% |
| Q3 2020 | $147,000 | +7.3% | 2,816 | +1.1% | 0.12% | -10.7% |
| Q2 2020 | $137,000 | +23.4% | 2,784 | +5.1% | 0.13% | +1.6% |
| Q1 2020 | $111,000 | -24.5% | 2,649 | +0.0% | 0.13% | -8.5% |
| Q4 2019 | $147,000 | – | 2,648 | – | 0.14% | – |
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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% |