Vanguard Star Fund-InvVGSTX
13F holders, Q4 2024 (December 31)5holders +1
1new positions
0sold out
$27.48avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Vanguard Star Fund-Inv (VGSTX) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Fifth Third Wealth Advisors LLC ($1.8M), Dempze Nancy E ($1.6M) and Carret Asset Management, LLC ($1.0M).
- Company
- Vanguard Star Fund-Inv
- CUSIP
- 921909107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.8M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 65,881 shares bought and 362 shares sold, net +65,519 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Fifth Third Wealth Advisors LLC | 0.10% | New | 64,763 | $1.8M |
| Dempze Nancy E | 0.90% | No change | 56,436 | $1.6M |
| Carret Asset Management, LLC | 0.11% | Reduce -1.0% | 36,617 | $1.0M |
| Neville Rodie & Shaw Inc. | 0.04% | Add +5.6% | 21,188 | $582K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.07% | No change | 10,471 | $288K |
"% of holder's portfolio" is VGSTX's weight in each manager's 13F, not the share of Vanguard Star Fund-Inv the manager owns.