Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / TL INT STK IDX
-
Total 13F shares
-
307,102
-
Share change
-
+21,299
-
Total reported value
-
$9,936,511
-
Price per share
-
$32.36
-
Number of holders
-
9
-
Value change
-
+$703,270
-
Number of buys
-
4
-
Number of sells
-
5
Institutional Holders of VANGUARD STAR FDS - TL INT STK IDX as of Q1 2024
As of 31 Mar 2024,
VANGUARD STAR FDS - TL INT STK IDX was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
307,102 shares.
The largest 9 holders included
Fulton Bank, N.A., TOWER BRIDGE ADVISORS, GREAT LAKES ADVISORS, LLC, Wallington Asset Management, LLC, Williams Jones Wealth Management, LLC., Garde Capital, Inc., SILVERCREST ASSET MANAGEMENT GROUP LLC, Coston, McIsaac & Partners, and Financial Gravity Asset Management, Inc..
This page lists
9
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| 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.