VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 943 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,094 | -4.6% | 4,075 | 0.0% | 0.10% | -4.6% |
| Q2 2023 | $228,526 | +1.6% | 4,075 | 0.0% | 0.11% | -2.7% |
| Q1 2023 | $224,981 | +6.7% | 4,075 | 0.0% | 0.11% | -1.8% |
| Q4 2022 | $210,759 | +3.8% | 4,075 | -7.9% | 0.11% | +3.7% |
| Q3 2022 | $203,000 | -11.0% | 4,425 | 0.0% | 0.11% | -5.2% |
| Q2 2022 | $228,000 | -26.2% | 4,425 | -14.5% | 0.12% | -5.0% |
| Q1 2022 | $309,000 | -6.1% | 5,175 | 0.0% | 0.12% | -1.6% |
| Q4 2021 | $329,000 | -9.6% | 5,175 | -10.0% | 0.12% | -7.5% |
| Q3 2021 | $364,000 | -23.5% | 5,750 | -20.7% | 0.13% | -33.2% |
| Q2 2021 | $476,000 | +4.6% | 7,250 | 0.0% | 0.20% | +0.5% |
| Q1 2021 | $455,000 | +6.6% | 7,250 | +2.1% | 0.20% | -10.4% |
| Q4 2020 | $427,000 | – | 7,100 | – | 0.22% | – |
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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% |