Vanguard Star Fund-InvVGSTX

13F holders, Q1 2025 (March 31)
4holders −1
0new positions
1sold out
$27.41avg. 13F price*

At the end of Q1 2025, 4 institutions reported holding Vanguard Star Fund-Inv (VGSTX) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were Dempze Nancy E ($1.5M), Carret Asset Management, LLC ($987K) and Neville Rodie & Shaw Inc. ($581K).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions0$0
Exits1$1.8M

All 13F filers, Q4 2024 → Q1 2025: 65,353 shares sold, net −65,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Dempze Nancy E 0.93% No change 56,436 $1.5M
Carret Asset Management, LLC 0.11% Reduce -1.6% 36,027 $987K
Neville Rodie & Shaw Inc. 0.05% No change 21,188 $581K
NORTHSTAR ASSET MANAGEMENT Co 0.07% No change 10,471 $287K

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