VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,480,105 | +1.2% | 513,455 | +6.1% | 7.22% | +2.5% |
| Q2 2023 | $27,144,436 | +10.4% | 484,031 | +8.7% | 7.04% | -0.1% |
| Q1 2023 | $24,581,589 | +12.6% | 445,238 | +5.4% | 7.05% | +3.0% |
| Q4 2022 | $21,839,987 | +1.0% | 422,274 | -10.6% | 6.85% | -8.1% |
| Q3 2022 | $21,627,000 | -7.3% | 472,514 | +4.6% | 7.45% | -7.1% |
| Q2 2022 | $23,325,000 | -10.4% | 451,942 | +3.7% | 8.02% | +3.9% |
| Q1 2022 | $26,030,000 | +10.8% | 435,728 | +17.9% | 7.72% | +0.7% |
| Q4 2021 | $23,497,000 | +7.8% | 369,619 | +7.3% | 7.67% | -2.6% |
| Q3 2021 | $21,794,000 | -4.8% | 344,518 | -1.2% | 7.87% | -5.1% |
| Q2 2021 | $22,899,000 | +7.4% | 348,649 | +2.6% | 8.30% | -1.1% |
| Q1 2021 | $21,312,000 | +32.1% | 339,907 | +26.7% | 8.39% | +8.4% |
| Q4 2020 | $16,138,000 | +32.1% | 268,257 | +14.6% | 7.74% | +9.8% |
| Q3 2020 | $12,214,000 | +9.4% | 234,114 | +3.1% | 7.05% | +2.1% |
| Q2 2020 | $11,165,000 | +35.3% | 227,069 | +15.5% | 6.91% | +5.8% |
| Q1 2020 | $8,249,000 | -27.5% | 196,586 | -3.7% | 6.53% | -3.7% |
| Q4 2019 | $11,374,000 | – | 204,231 | – | 6.78% | – |
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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% |