RKL Wealth Management LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 248 filers reported holding VANGUARD STAR FDS in Q4 2016. The put-call ratio across all filers is 74.55 and the average weighting 0.7%.

Quarter-by-quarter ownership
RKL Wealth Management LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$846,521
-4.3%
15,817
+0.3%
0.10%
-1.0%
Q2 2023$884,229
+4.6%
15,767
+2.9%
0.10%
-1.9%
Q1 2023$845,695
+8.4%
15,318
+1.5%
0.11%
+2.9%
Q4 2022$780,320
-17.9%
15,087
-27.4%
0.10%
-24.1%
Q3 2022$951,000
-11.1%
20,776
+0.2%
0.14%
-6.8%
Q2 2022$1,070,000
-16.1%
20,732
-2.9%
0.15%
-3.9%
Q1 2022$1,275,000
-3.7%
21,345
+2.5%
0.15%
-2.5%
Q4 2021$1,324,000
+0.2%
20,834
-0.3%
0.16%
-6.5%
Q3 2021$1,321,000
-5.0%
20,888
-1.4%
0.17%
-4.0%
Q2 2021$1,391,000
+1.2%
21,180
-3.4%
0.18%
-4.9%
Q1 2021$1,375,000
+8.6%
21,933
+4.2%
0.18%
+4.0%
Q4 2020$1,266,000
-0.5%
21,049
-13.7%
0.18%
-12.4%
Q3 2020$1,272,000
-0.2%
24,378
-6.0%
0.20%
-7.8%
Q2 2020$1,275,000
-8.3%
25,931
-21.8%
0.22%
-24.7%
Q1 2020$1,391,000
-31.4%
33,160
-8.9%
0.29%
-20.1%
Q4 2019$2,028,000
+3.5%
36,418
-3.7%
0.36%
-2.4%
Q3 2019$1,960,000
-12.5%
37,808
-10.8%
0.37%
-9.7%
Q2 2019$2,241,000
-4.4%
42,385
-5.9%
0.41%
-10.0%
Q1 2019$2,343,000
+0.3%
45,043
-8.9%
0.46%
-14.8%
Q4 2018$2,337,000
+22.0%
49,460
+40.0%
0.54%
+32.4%
Q3 2018$1,915,000
-2.9%
35,319
-2.7%
0.41%
-8.7%
Q2 2018$1,972,000
+10.8%
36,303
+14.9%
0.45%
+5.9%
Q1 2018$1,780,000
-5.9%
31,601
-5.2%
0.42%
-10.0%
Q4 2017$1,892,000
+27.2%
33,324
+23.2%
0.47%
+12.0%
Q3 2017$1,488,000
+16.7%
27,044
+9.8%
0.42%
+3.5%
Q2 2017$1,275,000
+353.7%
24,629
+301.6%
0.40%
+199.3%
Q4 2016$281,0006,1320.14%
Other shareholders
VANGUARD STAR FDS shareholders Q4 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