VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,960,124 | -3.2% | 4,999,006 | +1.4% | 4.29% | -2.1% |
| Q2 2023 | $274,887,321 | +4.3% | 4,930,592 | +1.6% | 4.39% | -4.0% |
| Q1 2023 | $263,513,230 | +8.7% | 4,851,367 | +3.0% | 4.57% | +3.6% |
| Q4 2022 | $242,350,383 | +8.1% | 4,709,391 | -3.9% | 4.41% | -7.5% |
| Q3 2022 | $224,275,000 | -7.4% | 4,900,053 | +4.4% | 4.77% | -4.0% |
| Q2 2022 | $242,254,000 | -30.1% | 4,693,938 | -19.1% | 4.97% | -22.7% |
| Q1 2022 | $346,808,000 | -7.3% | 5,805,283 | -1.4% | 6.43% | -14.6% |
| Q4 2021 | $374,139,000 | – | 5,885,464 | – | 7.53% | – |
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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% |