ELM ADVISORS, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 214 filers reported holding VANGUARD STAR FDS in Q3 2016. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.

Quarter-by-quarter ownership
ELM ADVISORS, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q1 2022$1,670,000
-50.2%
27,961
-47.0%
2.26%
+21.0%
Q4 2021$3,353,000
+0.5%
52,7500.0%1.86%
-6.7%
Q3 2021$3,337,000
-2.9%
52,750
+0.8%
2.00%
-0.7%
Q2 2021$3,436,000
+4.5%
52,314
-0.2%
2.01%
-1.7%
Q1 2021$3,288,000
+0.6%
52,439
-3.5%
2.05%
+2.6%
Q4 2020$3,268,000
+3.9%
54,330
-9.9%
2.00%
-7.9%
Q3 2020$3,146,000
+6.2%
60,300
+0.1%
2.17%
+3.6%
Q2 2020$2,963,000
+16.6%
60,260
-0.5%
2.09%
+0.4%
Q1 2020$2,542,000
+24.1%
60,575
+64.7%
2.08%
+61.3%
Q4 2019$2,048,000
+7.8%
36,7750.0%1.29%
-0.2%
Q3 2019$1,900,000
-1.5%
36,775
+0.6%
1.29%
-1.9%
Q2 2019$1,929,000
+1.7%
36,5600.0%1.32%
-1.1%
Q1 2019$1,897,000
+26.5%
36,560
+15.1%
1.33%
+10.0%
Q4 2018$1,500,000
-11.0%
31,765
+1.7%
1.21%
+7.3%
Q3 2018$1,686,000
-0.2%
31,2300.0%1.13%
-13.0%
Q2 2018$1,690,000
-5.4%
31,230
-1.2%
1.30%
-6.1%
Q1 2018$1,787,000
-3.1%
31,605
-2.7%
1.38%
+0.3%
Q4 2017$1,845,000
+6.1%
32,485
+2.3%
1.38%0.0%
Q3 2017$1,739,000
-2.7%
31,770
-7.7%
1.38%
-5.9%
Q2 2017$1,788,000
+4.6%
34,4050.0%1.46%
+2.6%
Q1 2017$1,709,000
+24.4%
34,405
+14.9%
1.43%
+15.5%
Q4 2016$1,374,000
-2.3%
29,955
+0.5%
1.24%
-5.2%
Q3 2016$1,407,000
+6.1%
29,8050.0%1.30%
+3.5%
Q2 2016$1,326,000
-20.2%
29,805
-19.4%
1.26%
-21.7%
Q1 2016$1,661,000
+12.8%
36,985
+13.3%
1.61%
+10.9%
Q4 2015$1,472,000
+6.4%
32,635
+4.5%
1.45%
+1.2%
Q3 2015$1,384,000
+100.6%
31,225
+127.8%
1.43%
+121.0%
Q2 2015$690,000
+0.6%
13,710
+0.7%
0.65%
+2.4%
Q1 2015$686,000
+47.2%
13,620
+41.2%
0.63%
+49.2%
Q4 2014$466,0009,6450.42%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2016
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