VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 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 | $1,013,867 | -2.6% | 19,603 | +5.6% | 0.02% | +4.8% |
| Q2 2023 | $1,041,125 | +10.8% | 18,565 | +9.1% | 0.02% | +5.0% |
| Q1 2023 | $939,564 | +47.5% | 17,018 | +38.2% | 0.02% | +66.7% |
| Q4 2022 | $636,788 | +20.4% | 12,312 | +6.5% | 0.01% | +9.1% |
| Q3 2022 | $529,000 | -11.4% | 11,560 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $597,000 | -28.8% | 11,558 | -17.7% | 0.01% | -21.4% |
| Q1 2022 | $839,000 | -5.6% | 14,051 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $889,000 | +19.5% | 13,993 | +19.0% | 0.01% | +7.7% |
| Q3 2021 | $744,000 | +6.0% | 11,759 | +5.1% | 0.01% | 0.0% |
| Q1 2021 | $702,000 | +3.1% | 11,185 | -1.2% | 0.01% | 0.0% |
| Q4 2020 | $681,000 | +10.6% | 11,322 | -4.2% | 0.01% | -7.1% |
| Q3 2020 | $616,000 | -28.4% | 11,820 | -32.4% | 0.01% | -30.0% |
| Q2 2020 | $860,000 | – | 17,485 | – | 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% |