Carlton Hofferkamp & Jenks Wealth Management, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 148 filers reported holding VANGUARD STAR FDS in Q3 2015. The put-call ratio across all filers is 2.62 and the average weighting 1.1%.

Quarter-by-quarter ownership
Carlton Hofferkamp & Jenks Wealth Management, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$1,912,517
-4.3%
37,143
+5.1%
0.89%
+1.4%
Q2 2023$1,998,305
+12.7%
35,349
+12.2%
0.88%
+8.8%
Q1 2023$1,772,421
-7.4%
31,504
-7.0%
0.81%
-3.8%
Q4 2022$1,913,860
+13.2%
33,862
-5.8%
0.84%
+5.3%
Q3 2022$1,690,000
-9.0%
35,931
-0.4%
0.80%
-6.4%
Q2 2022$1,858,000
-13.8%
36,092
-0.8%
0.85%
-3.4%
Q1 2022$2,156,000
-3.1%
36,376
+0.0%
0.88%
-5.8%
Q4 2021$2,224,000
-7.1%
36,373
+0.4%
0.94%
-2.6%
Q3 2021$2,394,000
+1.9%
36,231
+0.0%
0.96%
-4.8%
Q2 2021$2,349,000
+0.1%
36,229
+0.5%
1.01%
-3.2%
Q1 2021$2,347,000
+9.4%
36,056
+5.0%
1.04%
-1.0%
Q4 2020$2,145,000
+9.6%
34,336
-0.8%
1.06%
+2.9%
Q3 2020$1,957,000
+17.3%
34,610
+9.1%
1.02%
+7.7%
Q2 2020$1,669,000
+11.5%
31,712
-2.4%
0.95%
+3.6%
Q1 2020$1,497,000
-33.1%
32,500
-20.9%
0.92%
-27.1%
Q4 2019$2,238,000
-17.0%
41,098
-21.8%
1.26%
-24.0%
Q3 2019$2,695,000
-5.1%
52,530
-2.5%
1.66%
-3.2%
Q2 2019$2,839,000
+4.0%
53,879
+2.5%
1.71%
+0.2%
Q1 2019$2,729,000
+63.1%
52,590
+48.4%
1.71%
+43.0%
Q4 2018$1,673,000
-6.5%
35,440
+6.9%
1.20%
+8.9%
Q3 2018$1,789,000
+14.2%
33,146
+14.2%
1.10%
+8.8%
Q2 2018$1,567,000
-0.8%
29,032
+2.8%
1.01%
-4.9%
Q1 2018$1,579,000
+0.7%
28,251
+2.3%
1.06%
+7.9%
Q4 2017$1,568,000
+0.4%
27,603
-3.3%
0.98%
-1.5%
Q3 2017$1,562,000
+5.8%
28,552
+0.5%
1.00%
-0.4%
Q2 2017$1,476,000
+11.1%
28,402
+6.2%
1.00%
+8.2%
Q1 2017$1,328,000
+8.7%
26,751
+0.4%
0.93%
+4.0%
Q4 2016$1,222,000
-31.2%
26,650
-29.2%
0.89%
-35.9%
Q3 2016$1,777,000
+16.6%
37,649
+9.8%
1.39%
+15.6%
Q2 2016$1,524,000
+2.8%
34,279
+3.9%
1.20%
-0.7%
Q1 2016$1,482,000
+3.6%
33,003
+2.2%
1.21%
-1.5%
Q4 2015$1,431,000
-48.8%
32,302
-48.8%
1.23%
-54.8%
Q3 2015$2,797,000
+22.6%
63,125
+39.9%
2.72%
+27.8%
Q2 2015$2,281,000
+43.5%
45,107
+42.8%
2.13%
+34.1%
Q1 2015$1,590,00031,5951.59%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2015
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