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 | $729,477 | -4.6% | 13,630 | 0.0% | 0.44% | -3.7% |
| Q2 2023 | $764,370 | +11.2% | 13,630 | +9.5% | 0.46% | +9.2% |
| Q1 2023 | $687,475 | +6.9% | 12,452 | +0.2% | 0.42% | 0.0% |
| Q4 2022 | $642,867 | +14.2% | 12,430 | +1.0% | 0.42% | +6.3% |
| Q3 2022 | $563,000 | -17.9% | 12,309 | -7.3% | 0.40% | -16.6% |
| Q2 2022 | $686,000 | -12.7% | 13,284 | +0.9% | 0.48% | -3.2% |
| Q1 2022 | $786,000 | – | 13,163 | – | 0.49% | – |
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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% |