Vangrd Lifstrg 60/40 FD-InveVSMGX
13F holders, Q4 2024 (December 31)1holders −1
0new positions
1sold out
$31.33avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Vangrd Lifstrg 60/40 FD-Inve (VSMGX) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holder was Arvest Bank Trust Division ($5.5M).
- Company
- Vangrd Lifstrg 60/40 FD-Inve
- Filed as
- VANGUARD STAR FDS (Q4 2024)
- CUSIP
- 921909404
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $274K |
All 13F filers, Q3 2024 → Q4 2024: 8,278 shares sold, net −8,278 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Arvest Bank Trust Division | 0.33% | Reduce -0.1% | 176,007 | $5.5M |
"% 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.