Valeo Financial Advisors, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$1,744,419
+2.3%
32,594
+7.2%
0.08%
+1.3%
Q2 2023$1,704,407
+0.8%
30,392
-0.8%
0.08%
-3.7%
Q1 2023$1,691,395
+7.4%
30,636
+0.6%
0.08%
-5.8%
Q4 2022$1,575,263
+64.8%
30,458
+45.8%
0.09%
+41.0%
Q3 2022$956,000
-93.6%
20,887
-92.8%
0.06%
-93.5%
Q2 2022$14,958,000
-11.8%
289,833
+2.2%
0.94%
+9.1%
Q1 2022$16,950,000
-2.8%
283,731
+3.4%
0.86%
-8.8%
Q4 2021$17,443,000
+4.9%
274,387
+4.4%
0.94%
-0.6%
Q3 2021$16,625,000
-3.0%
262,804
+0.7%
0.95%
-8.7%
Q2 2021$17,138,000
+6.5%
260,935
+1.7%
1.04%
+39.8%
Q1 2021$16,090,000
+4.3%
256,626
+0.1%
0.74%
-6.2%
Q4 2020$15,427,000
+19.0%
256,426
+3.2%
0.79%
-30.1%
Q3 2020$12,969,000
+5.0%
248,583
-1.1%
1.13%
+0.8%
Q2 2020$12,354,000
+11.5%
251,256
-0.5%
1.12%
-4.5%
Q1 2020$11,080,000
-17.0%
252,421
+5.3%
1.18%
-9.0%
Q4 2019$13,344,000
+8.4%
239,605
+0.6%
1.30%
-4.7%
Q3 2019$12,308,000
-2.0%
238,249
+0.0%
1.36%
-5.5%
Q2 2019$12,562,000
+0.5%
238,150
-1.1%
1.44%
-5.3%
Q1 2019$12,500,000
+9.9%
240,855
+0.0%
1.52%
-4.8%
Q4 2018$11,373,000
-4.5%
240,849
-0.1%
1.60%
-0.8%
Q3 2018$11,906,000
+64.2%
241,131
+77.7%
1.61%
+58.3%
Q2 2018$7,250,000
-51.8%
135,701
-49.0%
1.02%
-57.9%
Q1 2018$15,036,000
+49.4%
265,894
+50.1%
2.41%
+46.0%
Q4 2017$10,063,000
+176.4%
177,128
+166.3%
1.65%
+100.5%
Q3 2017$3,641,00066,5210.82%
Other shareholders
VANGUARD STAR FDS shareholders Q2 2022
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