VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,677,090 | -10.3% | 405,028 | -6.0% | 19.84% | +10.3% |
| Q2 2023 | $24,164,975 | -0.4% | 430,902 | -1.9% | 17.99% | -8.9% |
| Q1 2023 | $24,253,696 | +11.1% | 439,299 | +4.1% | 19.74% | +6.5% |
| Q4 2022 | $21,829,607 | +17.9% | 422,073 | +4.3% | 18.53% | +25.0% |
| Q3 2022 | $18,519,000 | -10.1% | 404,609 | +1.3% | 14.82% | -3.9% |
| Q2 2022 | $20,606,000 | -12.4% | 399,256 | +1.4% | 15.43% | -42.0% |
| Q1 2022 | $23,515,000 | -17.6% | 393,628 | -12.3% | 26.58% | +26.9% |
| Q4 2021 | $28,535,000 | +3.6% | 448,875 | +3.1% | 20.94% | +14.1% |
| Q3 2021 | $27,550,000 | -3.1% | 435,500 | +0.6% | 18.34% | -1.0% |
| Q2 2021 | $28,423,000 | +2.6% | 432,756 | -2.0% | 18.53% | -21.0% |
| Q1 2021 | $27,696,000 | +11.7% | 441,727 | +7.2% | 23.46% | +3.4% |
| Q4 2020 | $24,785,000 | – | 411,977 | – | 22.68% | – |
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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% |