Vault-13

VANGUARD STAR INV VGSTX

EQUITY MUTUAL FU · Fund of Funds · CUSIP 921909107

3 institutional holders -2 vs Q1 2026
84,39784.4k shares reported held*
$2.6mreported value*
0 new 1 added 1 reduced 1 sold out net sold ≈ $377.7k (-12.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $30.75.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0246Q3 22: 5Q4 22: 6Q1 23: 6Q2 23: 6Q3 23: 5Q4 23: 5Q1 24: 4Q2 24: 4Q3 24: 4Q4 24: 5Q1 25: 4Q2 25: 6Q3 25: 4Q4 25: 5Q1 26: 5Q2 26: 33Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20225
Q4 20226
Q1 20236
Q2 20236
Q3 20235
Q4 20235
Q1 20244
Q2 20244
Q3 20244
Q4 20245
Q1 20254
Q2 20256
Q3 20254
Q4 20255
Q1 20265
Q2 20263

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
202Q3 24: 1 bought or addedQ3 24: 1 cut or sold outQ4 24: 2 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 0 bought or addedQ1 25: 2 cut or sold outQ2 25: 2 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 1 bought or addedQ3 25: 2 cut or sold outQ4 25: 1 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 1 bought or addedQ1 26: 2 cut or sold outQ2 26: 1 bought or addedQ2 26: 2 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202411
Q4 202421
Q1 202502
Q2 202521
Q3 202512
Q4 202512
Q1 202612
Q2 202612

Biggest buyers

NEVILLE RODIE & SHAW INC Added +211+211

Biggest sellers

NORTHSTAR ASSET MANAGEMENT Co Sold out -10,471-10.5k
CARRET ASSET MANAGEMENT, LLC Reduced -2,023-2.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Dempze Nancy E 0.46% of their portfolio BOSTON, MA 31,27231.3k $961.6k $961.6k 0.46% Unchanged
2 CARRET ASSET MANAGEMENT, LLC 0.08% of their portfolio NEW YORK, NY 29,77929.8k $915.7k $915.7k 0.08% Reduced -2.0k -2,023
3 NEVILLE RODIE & SHAW INC 0.05% of their portfolio NEW YORK, NY 23,34623.3k $718.0k $718.0k 0.05% Added +211 +211