Vanguard Star Fund-InvVGSTX

13F holders, Q1 2026 (March 31)
5holders
1new positions
1sold out
$28.52avg. 13F price*

At the end of Q1 2026, 5 institutions reported holding Vanguard Star Fund-Inv (VGSTX) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Carret Asset Management, LLC ($907K), Dempze Nancy E ($892K) and Neville Rodie & Shaw Inc. ($660K).

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 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$37K
Exits1$8K

All 13F filers, Q4 2025 → Q1 2026: 1,306 shares bought and 1,825 shares sold, net −519 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Carret Asset Management, LLC 0.09% Reduce -4.7% 31,802 $907K
Dempze Nancy E 0.49% No change 31,272 $892K
Neville Rodie & Shaw Inc. 0.05% No change 23,135 $660K
NORTHSTAR ASSET MANAGEMENT Co 0.07% No change 10,471 $299K
McIlrath & Eck, LLC 0.00% New 1,306 $37K

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