Intersect Capital LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
Intersect Capital LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2022$268,000
-14.6%
5,186
-1.3%
0.08%
+35.0%
Q1 2022$314,000
-12.0%
5,255
-6.5%
0.06%
-9.1%
Q4 2021$357,000
+9.5%
5,618
+9.0%
0.07%
+17.9%
Q3 2021$326,000
+0.9%
5,152
+4.8%
0.06%
-1.8%
Q2 2021$323,000
+5.6%
4,916
+0.7%
0.06%
-8.1%
Q1 2021$306,000
-4.4%
4,884
-8.2%
0.06%
-11.4%
Q4 2020$320,000
-14.4%
5,321
-25.7%
0.07%
-30.7%
Q3 2020$374,000
+6.6%
7,163
+0.4%
0.10%
-10.6%
Q2 2020$351,000
+17.4%
7,136
+0.3%
0.11%
-5.0%
Q1 2020$299,000
-25.2%
7,115
-0.9%
0.12%
-11.2%
Q4 2019$400,000
+8.7%
7,176
+0.6%
0.13%
-2.2%
Q3 2019$368,000
-1.9%
7,131
+0.3%
0.14%
-5.5%
Q2 2019$375,000
+2.2%
7,109
+0.7%
0.14%
-6.5%
Q1 2019$367,000
+10.2%
7,063
+0.2%
0.16%
-3.1%
Q4 2018$333,000
-20.0%
7,051
-8.6%
0.16%
-12.1%
Q3 2018$416,000
+8.9%
7,712
+9.4%
0.18%
-1.1%
Q2 2018$382,000
-3.8%
7,052
+0.5%
0.18%
-12.4%
Q1 2018$397,000
+74.1%
7,016
+74.7%
0.21%
+70.7%
Q4 2017$228,0004,0160.12%
Other shareholders
VANGUARD STAR FDS shareholders Q2 2020
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