VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 26 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314 | -4.3% | 5,872 | +0.3% | 0.23% | -0.4% |
| Q2 2023 | $328 | +16.3% | 5,852 | +14.7% | 0.23% | +7.0% |
| Q1 2023 | $282 | +11.0% | 5,104 | +3.8% | 0.22% | +6.4% |
| Q4 2022 | $254 | -99.9% | 4,917 | -18.0% | 0.20% | -15.8% |
| Q3 2022 | $275,000 | -61.4% | 5,999 | -56.6% | 0.24% | -60.3% |
| Q2 2022 | $713,000 | -28.1% | 13,807 | -16.7% | 0.60% | -11.4% |
| Q1 2022 | $991,000 | -2.4% | 16,580 | +3.8% | 0.68% | +0.9% |
| Q4 2021 | $1,015,000 | – | 15,968 | – | 0.68% | – |
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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% |