CARL STUART INVESTMENT ADVISOR, INC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.

Quarter-by-quarter ownership
CARL STUART INVESTMENT ADVISOR, INC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$10,626,925
-7.3%
201,153
-1.6%
8.55%
-2.7%
Q2 2023$11,460,910
+4002.5%
204,367
+2.7%
8.79%
+3193.6%
Q1 2023$279,363
-97.0%
198,967
+10.4%
0.27%
-96.9%
Q4 2022$9,317,434
+11.6%
180,151
+3.5%
8.61%
+16.4%
Q3 2022$8,346,000
-4.3%
173,983
+2.6%
7.40%
-2.5%
Q2 2022$8,718,000
-91.4%
169,510
+0.2%
7.58%
+3.2%
Q1 2022$101,067,000
+909.9%
169,179
+7.5%
7.35%
+1.1%
Q4 2021$10,008,000157,4367.26%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Sageworth Trust Co of South Dakota 63,234$3,804,00026.99%
Sageworth Trust Co 4,332,159$260,623,00023.73%
Mosaic Advisors LLC 411,977$24,785,00022.68%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 487,362$29,320,00017.39%
Hemington Wealth Management 577,028$34,714,00016.08%
UNIVEST FINANCIAL Corp 792,141$47,655,00013.83%
PFM Asset Management LLC 7,934,518$477,341,00011.89%
FLOW TRADERS U.S. LLC 2,558,640$153,928,00010.54%
Sunflower Bank, N.A. 1,002,757$60,326,00010.36%
SVA Wealth Management, LLC 1,928,011$115,989,00010.11%
View complete list of VANGUARD STAR FDS shareholders