N.E.W. Advisory Services LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.

Quarter-by-quarter ownership
N.E.W. Advisory Services LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$4,122,431
+5.6%
77,026
+10.7%
0.59%
+7.7%
Q2 2023$3,902,642
+3.4%
69,590
+1.8%
0.54%
-0.9%
Q1 2023$3,774,504
-0.1%
68,366
-6.4%
0.55%
-7.1%
Q4 2022$3,778,203
+29.0%
73,051
+14.2%
0.59%
+11.5%
Q3 2022$2,928,000
-6.7%
63,975
+5.2%
0.53%
-3.5%
Q2 2022$3,139,000
-23.2%
60,817
-6.5%
0.55%
-29.1%
Q1 2022$4,087,000
+6.2%
65,077
+7.5%
0.77%
+33.2%
Q4 2021$3,848,000
-9.1%
60,538
-9.5%
0.58%
-15.8%
Q3 2021$4,232,000
+0.4%
66,900
+4.2%
0.69%
-2.3%
Q2 2021$4,217,000
+1.9%
64,202
-1.4%
0.71%
-9.0%
Q1 2021$4,140,000
+31.7%
65,100
+24.6%
0.78%
+17.4%
Q4 2020$3,144,000
+26.8%
52,233
+9.9%
0.66%
-5.6%
Q3 2020$2,479,000
+16.5%
47,530
+9.8%
0.70%
+5.7%
Q2 2020$2,128,000
+355.7%
43,274
+416.5%
0.66%
+335.5%
Q4 2019$467,0008,3790.15%
Other shareholders
VANGUARD STAR FDS shareholders Q3 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