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 2023 | $1,437,768 | -75.7% | 26,864 | -74.1% | 4.35% | -38.0% |
| Q2 2023 | $5,928,716 | +101.0% | 103,726 | +94.1% | 7.02% | -15.9% |
| Q1 2023 | $2,950,285 | +7.5% | 53,438 | +0.7% | 8.35% | -2.3% |
| Q4 2022 | $2,745,383 | +9.1% | 53,082 | -3.5% | 8.55% | +13.5% |
| Q3 2022 | $2,517,000 | -4.8% | 54,988 | +7.4% | 7.53% | -2.5% |
| Q2 2022 | $2,643,000 | +54.7% | 51,215 | +90.7% | 7.72% | +72.6% |
| Q1 2022 | $1,708,000 | +2.8% | 26,862 | -3.4% | 4.47% | +1.1% |
| Q4 2021 | $1,661,000 | – | 27,797 | – | 4.42% | – |
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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% |