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 | $9,880,640 | -4.9% | 184,616 | -0.4% | 0.34% | -1.7% |
| Q2 2023 | $10,389,639 | +10.1% | 185,265 | +8.4% | 0.34% | -1.2% |
| Q1 2023 | $9,435,119 | +2557.8% | 170,895 | +2100.6% | 0.35% | +2213.3% |
| Q3 2022 | $355,000 | +57.8% | 7,766 | +78.2% | 0.02% | +66.7% |
| Q2 2022 | $225,000 | -60.7% | 4,357 | -54.5% | 0.01% | -55.0% |
| Q1 2022 | $573,000 | -29.9% | 9,584 | -25.4% | 0.02% | -25.9% |
| Q4 2021 | $817,000 | -51.8% | 12,853 | -52.0% | 0.03% | -56.5% |
| Q3 2021 | $1,695,000 | – | 26,790 | – | 0.06% | – |
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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% |