Vanguard Star Fund-InvVGSTX
13F holders, Q2 2025 (June 30)6holders +2
2new positions
0sold out
$29.25avg. 13F price*
At the end of Q2 2025, 6 institutions reported holding Vanguard Star Fund-Inv (VGSTX) in their 13F filings, up 2 from Q1 2025. 2 opened new positions and 0 sold out. The largest holders were Fifth Third Wealth Advisors LLC ($1.9M), Dempze Nancy E ($1.7M) and Carret Asset Management, LLC ($974K).
- Company
- Vanguard Star Fund-Inv
- CUSIP
- 921909107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.0M |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 68,980 shares bought and 2,664 shares sold, net +66,316 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Fifth Third Wealth Advisors LLC | 0.08% | New | 64,763 | $1.9M |
| Dempze Nancy E | 0.96% | No change | 56,436 | $1.7M |
| Carret Asset Management, LLC | 0.10% | Reduce -7.4% | 33,363 | $974K |
| Neville Rodie & Shaw Inc. | 0.05% | No change | 21,188 | $618K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.07% | No change | 10,471 | $306K |
| Brooklyn Investment Group | 0.02% | New | 4,217 | $123K |
"% of holder's portfolio" is VGSTX's weight in each manager's 13F, not the share of Vanguard Star Fund-Inv the manager owns.