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 | $273,566 | -7.3% | 5,289 | +0.6% | 0.07% | +17.2% |
| Q2 2023 | $295,008 | +3.8% | 5,260 | +2.2% | 0.06% | -3.3% |
| Q1 2023 | $284,265 | +10.8% | 5,149 | +3.8% | 0.06% | +3.4% |
| Q4 2022 | $256,603 | +144.4% | 4,961 | +115.7% | 0.06% | +114.8% |
| Q3 2022 | $105,000 | -22.2% | 2,300 | -12.0% | 0.03% | -20.6% |
| Q2 2022 | $135,000 | -11.8% | 2,615 | +1.8% | 0.03% | 0.0% |
| Q1 2022 | $153,000 | -10.5% | 2,569 | -4.6% | 0.03% | -8.1% |
| Q4 2021 | $171,000 | +4.3% | 2,694 | +3.7% | 0.04% | -2.6% |
| Q3 2021 | $164,000 | -67.4% | 2,598 | -66.1% | 0.04% | -65.8% |
| Q2 2021 | $503,000 | +13.0% | 7,664 | +8.0% | 0.11% | +2.8% |
| Q1 2021 | $445,000 | +2.1% | 7,097 | -2.0% | 0.11% | -7.7% |
| Q4 2020 | $436,000 | +16.3% | 7,242 | +0.7% | 0.12% | -7.1% |
| Q3 2020 | $375,000 | +5.9% | 7,193 | +0.0% | 0.13% | -9.4% |
| Q2 2020 | $354,000 | -42.0% | 7,191 | -50.5% | 0.14% | -57.9% |
| Q1 2020 | $610,000 | +66.7% | 14,533 | +118.4% | 0.33% | -13.4% |
| Q4 2019 | $366,000 | – | 6,654 | – | 0.38% | – |
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% |