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 | $261,174 | +1.8% | 4,880 | +6.7% | 0.23% | -0.4% |
| Q2 2023 | $256,436 | +15.1% | 4,573 | -2.5% | 0.24% | +4.9% |
| Q1 2023 | $222,806 | +3.9% | 4,689 | +13.1% | 0.22% | -5.1% |
| Q4 2022 | $214,368 | -0.3% | 4,145 | -0.3% | 0.24% | -8.9% |
| Q2 2022 | $215,000 | -16.7% | 4,159 | -3.5% | 0.26% | -4.4% |
| Q1 2022 | $258,000 | -6.5% | 4,312 | -0.8% | 0.27% | -2.9% |
| Q4 2021 | $276,000 | – | 4,346 | – | 0.28% | – |
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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% |