VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,226,000 | +9.3% | 42,677 | +3.0% | 1.37% | +1.9% |
| Q2 2020 | $2,037,000 | -3.7% | 41,424 | -17.8% | 1.34% | -16.3% |
| Q1 2020 | $2,115,000 | -22.5% | 50,409 | +2.8% | 1.60% | -8.0% |
| Q4 2019 | $2,730,000 | +13.6% | 49,027 | +5.4% | 1.74% | -1.1% |
| Q3 2019 | $2,404,000 | -5.1% | 46,534 | -3.1% | 1.76% | -5.1% |
| Q2 2019 | $2,533,000 | +3.7% | 48,023 | +2.0% | 1.86% | -2.9% |
| Q1 2019 | $2,443,000 | +9.0% | 47,068 | -0.8% | 1.91% | +4.3% |
| Q4 2018 | $2,241,000 | – | 47,458 | – | 1.83% | – |
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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% |