Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / Equity Mutual Fu
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
189,475
-
Shares change
-
+65,519
-
Total reported value, excl. options
-
$5,206,535
-
Value change
-
+$1,800,446
-
Number of buys
-
2
-
Number of sells
-
1
-
Price
-
$27.48
Institutional Holders of VANGUARD STAR FD - Equity Mutual Fu as of Q4 2024
As of 31 Dec 2024 VANGUARD STAR FD - Equity Mutual Fu had 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 189,475 shares of stock of the company.
Largest 5 holders included Fifth Third Wealth Advisors LLC, Dempze Nancy E, CARRET ASSET MANAGEMENT, LLC, NEVILLE RODIE & SHAW INC, and NORTHSTAR ASSET MANAGEMENT Co LLC.
This table shows 5 institutional shareholders of the security as of 31 Dec 2024.
| 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.