4 institutions reported holding $2.6M of VANGUARD STAR FD (VGSTX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Dempze Nancy E ($961,603), CARRET ASSET MANAGEMENT, LLC ($915,715), NEVILLE RODIE & SHAW INC ($718,000), NORTHSTAR ASSET MANAGEMENT Co ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Dempze Nancy E | $961,603 | 31,272 | Hold |
| 2 | CARRET ASSET MANAGEMENT, LLC | $915,715 | 29,779 | Trimmed |
| 3 | NEVILLE RODIE & SHAW INC | $718,000 | 23,346 | Added |
| 4 | NORTHSTAR ASSET MANAGEMENT Co | $0 | 0 | Exited |
来源:SEC 13F 申报文件 · 截至 2026-06-30