Vanguard Star Fund-InvVGSTX

13F holders, Q1 2024 (March 31)
4holders
$28.09avg. 13F price*

At the end of Q1 2024, 4 institutions reported holding Vanguard Star Fund-Inv (VGSTX) in their 13F filings. The largest holders were Dempze Nancy E ($1.6M), Carret Asset Management, LLC ($1.1M) and Neville Rodie & Shaw Inc. ($428K).

Company
Vanguard Star Fund-Inv
CUSIP
921909107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 4Q1 2024Q2 2024: 4Q2 2024Q3 2024: 4Q3 2024Q4 2024: 5Q4 2024Q1 2025: 4Q1 2025Q2 2025: 6Q2 2025Q3 2025: 4Q3 2025Q4 2025: 5Q4 2025Q1 2026: 5Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions0$0
Exits1$9K

Ownership 4 holders

Dempze Nancy E 1.21% No change 56,436 $1.6M
Carret Asset Management, LLC 0.13% Reduce -2.3% 38,286 $1.1M
Neville Rodie & Shaw Inc. 0.03% No change 15,225 $428K
NORTHSTAR ASSET MANAGEMENT Co 0.08% No change 11,471 $322K

"% of holder's portfolio" is VGSTX's weight in each manager's 13F, not the share of Vanguard Star Fund-Inv the manager owns.