Q2 2023 13F Holders as of 6/30/2023
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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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6
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Total 13F shares, excl. options
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124K
-
Shares change
-
+111
-
Total reported value, excl. options
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$3.27M
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Value change
-
+$4K
-
Number of buys
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3
-
Number of sells
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-1
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Price
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$26.50
Significant Holders of VANGUARD STAR FD - Equity Mutual Fu as of Q2 2023
7 filings reported holding 921909107 - VANGUARD STAR FD - Equity Mutual Fu as of Q2 2023.
VANGUARD STAR FD - Equity Mutual Fu has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 124K shares
.
Largest 7 shareholders include Dempze Nancy E (56.4K shares), CARRET ASSET MANAGEMENT, LLC (38.7K shares), NEVILLE RODIE & SHAW INC (15.1K shares), NORTHSTAR ASSET MANAGEMENT LLC (11.5K shares), RE Dickinson Investment Advisors, LLC (1.52K shares), Trivant Custom Portfolio Group, LLC (319 shares), and Coston, McIsaac & Partners (0 shares).
This table shows the top 6 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.