VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 425 filers reported holding VANGUARD STAR FDS in Q3 2019. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $34,302 | -99.9% | 663,232 | +18.7% | 18.08% | +17.0% |
| Q3 2022 | $25,574,000 | -0.2% | 558,741 | +12.5% | 15.46% | -2.2% |
| Q2 2022 | $25,627,000 | -15.6% | 496,548 | -2.3% | 15.81% | -1.7% |
| Q1 2022 | $30,358,000 | -6.8% | 508,164 | -0.9% | 16.09% | -1.4% |
| Q4 2021 | $32,589,000 | +1.0% | 512,642 | +0.6% | 16.31% | -4.5% |
| Q3 2021 | $32,251,000 | +0.5% | 509,812 | +4.4% | 17.09% | -1.8% |
| Q2 2021 | $32,082,000 | +6.0% | 488,452 | +1.2% | 17.40% | +2.2% |
| Q1 2021 | $30,270,000 | +3.2% | 482,776 | -0.9% | 17.02% | -2.1% |
| Q4 2020 | $29,320,000 | +15.6% | 487,362 | +0.2% | 17.39% | -1.8% |
| Q3 2020 | $25,368,000 | +4.1% | 486,261 | -1.9% | 17.71% | -1.1% |
| Q2 2020 | $24,375,000 | +39.9% | 495,721 | +19.4% | 17.90% | +14.5% |
| Q1 2020 | $17,420,000 | +66.6% | 415,152 | +121.2% | 15.64% | +108.4% |
| Q4 2019 | $10,454,000 | +19.4% | 187,722 | +10.7% | 7.50% | +19.3% |
| Q3 2019 | $8,758,000 | -0.8% | 169,537 | +1.3% | 6.29% | -4.0% |
| Q2 2019 | $8,826,000 | -3.1% | 167,314 | -4.6% | 6.55% | -4.8% |
| Q1 2019 | $9,106,000 | +13.9% | 175,462 | +3.6% | 6.89% | +2.7% |
| Q4 2018 | $7,995,000 | +30.6% | 169,313 | +49.4% | 6.70% | +21.3% |
| Q3 2018 | $6,122,000 | -1.5% | 113,363 | -1.4% | 5.53% | -2.7% |
| Q2 2018 | $6,217,000 | +7.0% | 114,921 | +11.8% | 5.68% | +3.2% |
| Q1 2018 | $5,811,000 | +13.3% | 102,751 | +13.8% | 5.50% | +12.1% |
| Q4 2017 | $5,128,000 | – | 90,274 | – | 4.91% | – |
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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% |