VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331,021 | -6.4% | 6,185 | -1.9% | 0.00% | 0.0% |
| Q2 2023 | $353,584 | +7.6% | 6,305 | +5.9% | 0.00% | 0.0% |
| Q1 2023 | $328,610 | +6.7% | 5,952 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $307,837 | +13.2% | 5,952 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $272,000 | -11.4% | 5,952 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $307,000 | -22.5% | 5,952 | -10.2% | 0.00% | -33.3% |
| Q1 2022 | $396,000 | -5.9% | 6,625 | 0.0% | 0.00% | +50.0% |
| Q4 2021 | $421,000 | +0.5% | 6,625 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $419,000 | -3.7% | 6,625 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $435,000 | +4.8% | 6,625 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $415,000 | +4.0% | 6,625 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $399,000 | +15.3% | 6,625 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $346,000 | +6.1% | 6,625 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $326,000 | +17.3% | 6,625 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $278,000 | -24.7% | 6,625 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $369,000 | – | 6,625 | – | 0.00% | – |
Download | ||||||
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% |