Q1 2021 13F Holders as of 3/31/2021
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Type / Class
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Equity / Equity Mutual Fu
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Number of holders
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4
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Total 13F shares, excl. options
-
73.6K
-
Shares change
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-10.1K
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Total reported value, excl. options
-
$2.34M
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Value change
-
-$315K
-
Number of sells
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-2
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Price
-
$31.82
Significant Holders of VANGUARD STAR FD - Equity Mutual Fu as of Q1 2021
6 filings reported holding 921909107 - VANGUARD STAR FD - Equity Mutual Fu as of Q1 2021.
VANGUARD STAR FD - Equity Mutual Fu has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 73.6K shares
.
Largest 6 shareholders include CARRET ASSET MANAGEMENT, LLC (36.2K shares), NEVILLE RODIE & SHAW INC (14.2K shares), Williams Jones Wealth Management, LLC. (11.7K shares), NORTHSTAR ASSET MANAGEMENT LLC (11.5K shares), Arvest Bank Trust Division (0 shares), and Cypress Capital, LLC (0 shares).
This table shows the top 4 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.