VANGUARD STAR FUNDS - VGSTX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NEVILLE RODIE & SHAW INC | History | No change | 23,135 | 660 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -33,353 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Dempze Nancy E | History | Closed out | 0 | 0 | — | 0.47% | — | -31,272 | -100.0% | Q4 2025 | Feb 17, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Closed out | 0 | 0 | — | 0.06% | — | -10,471 | -100.0% | Q4 2025 | Jan 27, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -274 | -100.0% | Q4 2025 | Feb 18, 2026 |