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 | $272,957 | -4.4% | 5,100 | +0.2% | 0.12% | -3.4% |
| Q2 2023 | $285,506 | +2.7% | 5,091 | +1.1% | 0.12% | -3.3% |
| Q1 2023 | $277,953 | -51.3% | 5,034 | -54.4% | 0.12% | -56.4% |
| Q4 2022 | $570,501 | +14.4% | 11,031 | +1.2% | 0.28% | +11.5% |
| Q3 2022 | $498,799 | -10.8% | 10,898 | +0.6% | 0.25% | -9.6% |
| Q2 2022 | $559,137 | -12.6% | 10,834 | +1.1% | 0.28% | -17.9% |
| Q1 2022 | $640,008 | -6.7% | 10,713 | -0.8% | 0.34% | -42.2% |
| Q4 2021 | $686,315 | +2.9% | 10,796 | +2.4% | 0.59% | -10.5% |
| Q3 2021 | $666,673 | -3.2% | 10,539 | +0.6% | 0.66% | -9.0% |
| Q2 2021 | $688,404 | – | 10,481 | – | 0.72% | – |
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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% |