Homrich & Berg - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 133 filers reported holding VANGUARD STAR FDS in Q4 2014. The put-call ratio across all filers is 3.90 and the average weighting 0.8%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2021$339,379,000
+14.7%
5,364,823
+19.0%
7.60%
+10.3%
Q2 2021$295,994,000
+15.8%
4,506,612
+10.6%
6.89%
+4.2%
Q1 2021$255,568,000
+31.4%
4,076,050
+26.1%
6.61%
+19.8%
Q4 2020$194,458,000
+27.9%
3,232,345
+10.9%
5.52%
+6.0%
Q3 2020$152,025,000
+10.5%
2,914,023
+4.2%
5.21%
-6.0%
Q2 2020$137,554,000
+37.3%
2,797,528
+17.2%
5.54%
-2.3%
Q1 2020$100,168,000
-1.4%
2,387,237
+30.9%
5.67%
+20.1%
Q4 2019$101,554,000
+10.8%
1,823,552
+2.8%
4.72%
-0.0%
Q3 2019$91,623,000
+1.0%
1,773,571
+3.1%
4.72%
-1.6%
Q2 2019$90,706,000
+10.0%
1,719,556
+8.2%
4.80%
+11.8%
Q1 2019$82,479,000
+23.2%
1,589,193
+12.1%
4.29%
+8.8%
Q4 2018$66,941,000
+13.1%
1,417,639
+29.4%
3.95%
+10.6%
Q3 2018$59,182,000
+3.4%
1,095,954
+3.6%
3.57%
-14.1%
Q2 2018$57,216,000
+397.3%
1,057,616
+419.8%
4.16%
+420.8%
Q1 2018$11,506,000
-3.7%
203,468
-3.3%
0.80%
-2.6%
Q4 2017$11,953,000
+38.0%
210,405
+33.0%
0.82%
+19.7%
Q3 2017$8,661,000
+0.6%
158,253
-4.5%
0.68%
-9.5%
Q2 2017$8,607,000
-33.8%
165,624
-36.7%
0.76%
-32.6%
Q1 2017$13,005,000
-60.4%
261,781
-63.4%
1.12%
-62.2%
Q4 2016$32,809,000
-58.1%
715,109
-56.8%
2.97%
-58.6%
Q3 2016$78,233,000
-7.0%
1,657,127
-12.3%
7.17%
-10.3%
Q2 2016$84,080,000
-3.0%
1,890,297
-2.0%
8.00%
-6.5%
Q1 2016$86,657,000
+14.8%
1,929,141
+15.3%
8.55%
+24.3%
Q4 2015$75,498,000
-24.3%
1,673,590
-25.6%
6.88%
-34.5%
Q3 2015$99,732,000
-3.4%
2,250,262
+9.7%
10.50%
+4.0%
Q2 2015$103,276,000
+6.8%
2,051,967
+6.9%
10.09%
+6.4%
Q1 2015$96,686,000
+26.0%
1,920,286
+21.0%
9.49%
+22.1%
Q4 2014$76,735,000
+0.8%
1,587,402
+4.1%
7.77%
+1.0%
Q3 2014$76,122,000
+25.2%
1,525,187
+36.2%
7.69%
+11.7%
Q2 2014$60,777,0001,119,4946.89%
Other shareholders
VANGUARD STAR FDS shareholders Q4 2014
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