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 | $109,702 | -4.0% | 2,050 | +0.5% | 0.01% | 0.0% |
| Q2 2023 | $114,331 | +2.7% | 2,039 | +1.1% | 0.01% | -13.3% |
| Q1 2023 | $111,307 | +7.0% | 2,016 | +0.2% | 0.02% | 0.0% |
| Q4 2022 | $104,040 | +4.0% | 2,012 | -8.1% | 0.02% | -6.2% |
| Q3 2022 | $100,000 | -10.7% | 2,190 | +0.6% | 0.02% | -11.1% |
| Q2 2022 | $112,000 | -43.4% | 2,177 | -34.3% | 0.02% | -40.0% |
| Q1 2022 | $198,000 | +360.5% | 3,316 | +384.8% | 0.03% | +400.0% |
| Q4 2021 | $43,000 | +38.7% | 684 | +25.5% | 0.01% | -57.1% |
| Q4 2019 | $31,000 | +14.8% | 545 | +0.7% | 0.01% | -6.7% |
| Q3 2019 | $27,000 | -3.6% | 541 | +0.2% | 0.02% | 0.0% |
| Q2 2019 | $28,000 | 0.0% | 540 | +0.7% | 0.02% | -11.8% |
| Q1 2019 | $28,000 | – | 536 | – | 0.02% | – |
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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% |