VGSTX
Vanguard STAR Fund
1W: -1.1%
1M: -2.1%
3M: -1.3%
YTD: +4.2%
1Y: -0.8%
3Y: +35.7%
5Y: +17.8%
$30.62
+0.11 (+0.36%)
Weekly Expected Move ±1.1%
$30
$30
$31
$31
$31
Institutional Ownership — VGSTX
4
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
0
New Positions
1
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Dempze Nancy E | 31,272 | 954K | — | +0.0% | 19Q | SEC ↗ |
| 2 | CARRET ASSET MANAGEMENT, LLC | 29,779 | 909K | -2,023 | -6.4% | 16Q | SEC ↗ |
| 3 | NEVILLE RODIE & SHAW INC | 23,346 | 712K | +211 | +0.9% | 56Q | SEC ↗ |
| 4 | McIlrath & Eck, LLC NEW | 1,306 | 40K | — | +0.0% | 1Q | SEC ↗ |
| 5 | NORTHSTAR ASSET MANAGEMENT Co | 0 | 0K | -10,471 | -100.0% | 32Q | SEC ↗ |
| 6 | Garton & Associates Financial Advisors | 0 | 0K | -274 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| McIlrath & Eck, LLC | 1,306 | 40K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NORTHSTAR ASSET MANAGEMENT Co | 10,471 | 319K |
| Garton & Associates Financial Advis | 274 | 8K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NEVILLE RODIE & SHAW INC | +211 | +0.9% | 23,346 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CARRET ASSET MANAGEMENT, LLC | -2,023 | -6.4% | 29,779 |