Gradient Capital 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
Gradient Capital Advisors, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$3,554,210
-4.2%
66,409
+0.3%
1.49%
-0.1%
Q2 2023$3,711,543
+1.3%
66,183
-0.2%
1.49%
-4.4%
Q1 2023$3,662,631
+16.0%
66,340
+8.7%
1.56%
+8.5%
Q4 2022$3,157,454
+9.4%
61,049
-3.2%
1.44%
+4.1%
Q3 2022$2,886,000
-7.9%
63,065
+3.9%
1.38%
-8.3%
Q2 2022$3,132,000
-13.3%
60,690
+0.4%
1.50%
-1.8%
Q1 2022$3,613,000
-4.1%
60,474
+2.0%
1.53%
-2.4%
Q4 2021$3,769,000
+3.3%
59,282
+2.8%
1.57%
-6.2%
Q3 2021$3,647,000
-2.0%
57,650
+1.7%
1.67%
-4.2%
Q2 2021$3,723,000
+3.5%
56,687
-1.2%
1.74%
-8.4%
Q1 2021$3,597,000
-0.3%
57,369
-4.3%
1.90%
-7.4%
Q4 2020$3,607,000
+14.1%
59,956
-1.1%
2.06%
+4.2%
Q3 2020$3,161,000
+13.8%
60,600
+7.3%
1.97%
+5.1%
Q2 2020$2,777,000
+20.7%
56,483
+3.0%
1.88%
+1.1%
Q1 2020$2,301,000
-30.0%
54,839
-7.1%
1.86%
-18.8%
Q4 2019$3,286,000
+12.2%
59,010
+4.1%
2.29%
+4.6%
Q3 2019$2,929,000
+1.1%
56,696
+3.3%
2.19%
-1.7%
Q2 2019$2,896,000
+4.6%
54,891
+2.9%
2.22%
+0.8%
Q1 2019$2,769,000
+9.8%
53,343
-0.1%
2.21%
+1.3%
Q4 2018$2,522,000
+4.0%
53,419
+19.0%
2.18%
+6.6%
Q3 2018$2,424,000
+8.7%
44,897
+8.9%
2.04%
-1.4%
Q2 2018$2,231,000
+3.8%
41,231
+8.5%
2.07%
-3.4%
Q1 2018$2,149,000
+0.1%
38,002
+0.6%
2.15%
-2.4%
Q4 2017$2,147,00037,7842.20%
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