Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / Equity Mutual Fu
-
Total 13F shares
-
73,597
-
Share change
-
-10,119
-
Total reported value
-
$2,342,000
-
Price per share
-
$31.82
-
Number of holders
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4
-
Value change
-
-$315,000
-
Number of sells
-
2
Institutional Holders of VANGUARD STAR FD - Equity Mutual Fu as of Q1 2021
As of 31 Mar 2021 VANGUARD STAR FD - Equity Mutual Fu had 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 73,597 shares of stock of the company.
Largest 4 holders included CARRET ASSET MANAGEMENT, LLC, NEVILLE RODIE & SHAW INC, Williams Jones Wealth Management, LLC., and NORTHSTAR ASSET MANAGEMENT LLC.
This table shows 4 institutional shareholders of the security as of 31 Mar 2021.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.