Belpointe Asset Management LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q1 2023$2,669,280
+6.4%
48,348
-0.3%
0.14%
-5.3%
Q4 2022$2,508,404
-26.5%
48,500
-34.9%
0.15%
-34.2%
Q3 2022$3,413,000
-17.3%
74,542
-6.8%
0.23%
-16.6%
Q2 2022$4,126,000
+45.4%
79,945
+68.3%
0.28%
+61.0%
Q1 2022$2,837,000
-15.3%
47,490
-9.8%
0.17%
-17.7%
Q4 2021$3,348,000
+4.1%
52,665
+3.6%
0.21%
-4.6%
Q3 2021$3,215,000
-5.9%
50,827
-2.3%
0.22%
-11.0%
Q2 2021$3,416,000
+13.5%
52,001
+8.4%
0.25%
-4.7%
Q1 2021$3,009,000
+16.3%
47,993
+11.6%
0.26%
+11.2%
Q4 2020$2,587,000
-23.7%
42,994
-39.6%
0.23%
+0.4%
Q3 2020$3,389,000
+87.2%
71,210
+93.4%
0.23%
-1.3%
Q2 2020$1,810,000
+35.4%
36,827
+15.6%
0.23%0.0%
Q1 2020$1,337,000
-20.5%
31,864
+5.5%
0.23%
+9.9%
Q4 2019$1,682,000
+39.7%
30,206
+29.6%
0.21%
+9.2%
Q3 2019$1,204,000
+31.6%
23,303
+34.3%
0.20%
+8.3%
Q2 2019$915,000
+180.7%
17,353
+176.6%
0.18%
+181.2%
Q1 2019$326,000
+32.0%
6,273
+20.0%
0.06%
+1.6%
Q4 2018$247,000
+3.3%
5,227
+17.9%
0.06%
+65.8%
Q3 2018$239,000
-55.2%
4,433
-52.9%
0.04%
-75.5%
Q1 2018$533,000
+124.9%
9,421
+125.7%
0.16%
+198.1%
Q4 2017$237,000
-46.6%
4,174
-48.5%
0.05%
-50.0%
Q3 2017$444,0008,1100.10%
Other shareholders
VANGUARD STAR FDS shareholders Q4 2019
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