CIBC Private Wealth Group, LLC - VANGUARD STAR FDS ownership

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
CIBC Private Wealth Group, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$2,876,540
-39.2%
53,747
-36.3%
0.01%
+40.0%
Q2 2023$4,730,154
+7.6%
84,346
+5.9%
0.01%0.0%
Q1 2023$4,395,910
+294729.6%
79,622
+176.1%
0.01%
Q4 2022$1,491
-99.9%
28,835
-22.8%
0.00%
-100.0%
Q3 2022$1,711,000
+3.1%
37,369
+16.2%
0.01%
+25.0%
Q2 2022$1,659,000
-13.4%
32,150
+0.3%
0.00%0.0%
Q1 2022$1,915,000
-7.8%
32,057
-1.9%
0.00%0.0%
Q4 2021$2,076,000
+0.9%
32,664
+0.4%
0.00%
-20.0%
Q3 2021$2,057,000
+68.1%
32,519
+74.5%
0.01%
+66.7%
Q2 2021$1,224,000
+14.6%
18,639
+9.4%
0.00%0.0%
Q1 2021$1,068,000
+0.1%
17,039
-3.9%
0.00%0.0%
Q4 2020$1,067,000
+16.0%
17,736
+0.6%
0.00%0.0%
Q3 2020$920,000
+31.2%
17,637
+5.5%
0.00%0.0%
Q1 2020$701,000
-27.4%
16,712
-3.6%
0.00%0.0%
Q4 2019$966,000
+10.3%
17,340
+2.2%
0.00%0.0%
Q3 2019$876,000
-1.6%
16,961
+0.5%
0.00%0.0%
Q2 2019$890,000
+2.3%
16,871
+0.7%
0.00%0.0%
Q1 2019$870,000
+68.3%
16,756
+53.1%
0.00%
+50.0%
Q4 2018$517,000
-54.5%
10,943
-48.0%
0.00%
-50.0%
Q3 2018$1,136,000
+56.5%
21,030
+56.7%
0.00%
+33.3%
Q2 2018$726,000
+157.4%
13,417
+168.6%
0.00%
+200.0%
Q1 2018$282,000
+28.8%
4,995
+29.5%
0.00%0.0%
Q4 2017$219,000
+0.9%
3,856
-2.9%
0.00%0.0%
Q3 2017$217,000
-70.6%
3,970
-72.0%
0.00%
-80.0%
Q2 2017$737,000
+4.5%
14,1980.0%0.01%
+25.0%
Q1 2017$705,000
-3.7%
14,198
-11.0%
0.00%
-20.0%
Q4 2016$732,000
+0.7%
15,958
+3.6%
0.01%0.0%
Q3 2016$727,000
-52.2%
15,408
-54.9%
0.01%
-54.5%
Q2 2016$1,520,000
-0.2%
34,156
+0.7%
0.01%
-8.3%
Q1 2016$1,523,000
+159.9%
33,909
+161.1%
0.01%
+140.0%
Q4 2015$586,000
+1.7%
12,9880.0%0.01%0.0%
Q3 2015$576,000
-11.9%
12,9880.0%0.01%0.0%
Q2 2015$654,00012,9880.01%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2019
NameSharesValueWeighting ↓
CHERRYDALE WEALTH MANAGEMENT, LLC 307,193$17,804,8959.29%
CATALYST PRIVATE WEALTH, LLC 87,897$5,094,5152.39%
B.O.S.S. Retirement Advisors, LLC 72,853$3,899,0910.88%
Apella Capital, LLC 174,926$9,965,5320.56%
Wiser Wealth Management, Inc 26,129$1,488,5780.54%
LYNCH & ASSOCIATES/IN 30,670$1,777,6040.43%
LBJ Family Wealth Advisors, Ltd. 9,918$5750.40%
Diversified Trust Co 163,460$9,474,1750.32%
FC Advisory LLC 11,898$689,5980.27%
Selective Wealth Management, Inc. 8,912$507,7170.26%
View complete list of VANGUARD STAR FDS shareholders