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 | $349,494 | -6.2% | 6,530 | -1.1% | 0.38% | -1.8% |
| Q2 2023 | $372,480 | +5.5% | 6,602 | +4.3% | 0.39% | -4.0% |
| Q1 2023 | $352,903 | +7.5% | 6,328 | -0.3% | 0.40% | +2.3% |
| Q4 2022 | $328,244 | -5.4% | 6,347 | -16.3% | 0.39% | -12.6% |
| Q3 2022 | $346,973 | -17.4% | 7,581 | -6.9% | 0.45% | -14.9% |
| Q2 2022 | $420,170 | -30.8% | 8,141 | -19.9% | 0.53% | -9.4% |
| Q1 2022 | $606,846 | -12.2% | 10,158 | -6.5% | 0.58% | -9.6% |
| Q4 2021 | $690,958 | – | 10,869 | – | 0.65% | – |
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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% |