VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $130,741 | +0.7% | 2,443 | +5.5% | 0.03% | -3.1% |
| Q2 2023 | $129,856 | +7.6% | 2,316 | +6.0% | 0.03% | +3.2% |
| Q1 2023 | $120,638 | +7.0% | 2,185 | +0.2% | 0.03% | -6.1% |
| Q4 2022 | $112,774 | +16.3% | 2,180 | +2.8% | 0.03% | +6.5% |
| Q3 2022 | $97,000 | -4.9% | 2,120 | +6.7% | 0.03% | +3.3% |
| Q2 2022 | $102,000 | -12.8% | 1,986 | +1.1% | 0.03% | -9.1% |
| Q1 2022 | $117,000 | -0.8% | 1,965 | +5.9% | 0.03% | -8.3% |
| Q4 2021 | $118,000 | +1.7% | 1,855 | +1.4% | 0.04% | -5.3% |
| Q3 2021 | $116,000 | +4.5% | 1,830 | +8.2% | 0.04% | 0.0% |
| Q2 2021 | $111,000 | +16.8% | 1,692 | +11.3% | 0.04% | 0.0% |
| Q1 2021 | $95,000 | +26.7% | 1,520 | +22.3% | 0.04% | +18.8% |
| Q4 2020 | $75,000 | +66.7% | 1,243 | +42.9% | 0.03% | +45.5% |
| Q3 2020 | $45,000 | – | 870 | – | 0.02% | – |
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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% |