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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 31,802 | 906 | 0.09% | 0.09% | 1 | -1,551 | -4.65% | Q1 2026 | May 15, 2026 |
| Dempze Nancy E | History | No change | 31,272 | 891 | 0.49% | 0.47% | 2 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NEVILLE RODIE & SHAW INC | History | No change | 23,135 | 660 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 10,471 | 298 | 0.07% | 0.06% | 4 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| McIlrath & Eck, LLC | History | New | 1,306 | 37 | 0.0% | — | 5 | +1,306 | New | Q1 2026 | May 19, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -274 | -100.0% | Q1 2026 | May 11, 2026 |