VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,935,965 | -4.9% | 353,811 | -0.4% | 1.55% | +10.9% |
| Q2 2023 | $19,911,820 | -1.4% | 355,061 | -2.9% | 1.40% | -1.5% |
| Q1 2023 | $20,195,045 | -20.4% | 365,786 | -25.4% | 1.42% | -11.8% |
| Q4 2022 | $25,361,163 | +66.7% | 490,355 | +47.5% | 1.61% | +57.4% |
| Q3 2022 | $15,211,000 | -12.3% | 332,359 | -1.1% | 1.02% | -6.3% |
| Q2 2022 | $17,338,000 | -5.6% | 335,930 | +9.2% | 1.09% | +8.8% |
| Q1 2022 | $18,375,000 | +14.3% | 307,599 | +21.7% | 1.00% | +6.4% |
| Q4 2021 | $16,072,000 | -8.0% | 252,828 | -8.4% | 0.94% | -10.6% |
| Q3 2021 | $17,462,000 | -9.1% | 276,064 | -5.6% | 1.05% | -15.1% |
| Q2 2021 | $19,201,000 | +54.8% | 292,327 | +47.7% | 1.24% | +38.9% |
| Q1 2021 | $12,407,000 | – | 197,883 | – | 0.89% | – |
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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% |