Vangrd Lifstrg 60/40 FD-InveVSMGX
13F holders, Q3 2024 (September 30)2holders +1
0new positions
0sold out
$33.80avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Vangrd Lifstrg 60/40 FD-Inve (VSMGX) in their 13F filings, up 1 from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Arvest Bank Trust Division ($6.0M) and Ferguson Wellman Capital Management, Inc. ($274K).
- Company
- Vangrd Lifstrg 60/40 FD-Inve
- Filed as
- VANGUARD STAR FDS (Q3 2024)
- CUSIP
- 921909404
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 2 holders
| Arvest Bank Trust Division | 0.34% | — | 176,173 | $6.0M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 8,112 | $274K |
"% of holder's portfolio" is VSMGX's weight in each manager's 13F, not the share of Vangrd Lifstrg 60/40 FD-Inve the manager owns.