Williams Jones Wealth Management, LLC. - VANGUARD STAR FUND ownership

VANGUARD STAR FUND's ticker is and the CUSIP is 921909107. A total of 6 filers reported holding VANGUARD STAR FUND in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of VANGUARD STAR FUND
ValueSharesWeighting
Q1 2022$216,000
-32.9%
7,256
-27.9%
0.00%
-25.0%
Q4 2021$322,000
+34.2%
10,067
+38.7%
0.00%
+33.3%
Q3 2021$240,000
-38.6%
7,256
-37.9%
0.00%
-40.0%
Q2 2021$391,000
+5.1%
11,6880.0%0.01%
-16.7%
Q1 2021$372,000
+2.5%
11,6880.0%0.01%0.0%
Q4 2020$363,000
+6.1%
11,6880.0%0.01%0.0%
Q3 2020$342,000
+6.2%
11,6880.0%0.01%
-14.3%
Q2 2020$322,000
+15.8%
11,6880.0%0.01%0.0%
Q1 2020$278,000
-13.1%
11,6880.0%0.01%
+16.7%
Q4 2019$320,000
+7.0%
11,688
+5.6%
0.01%0.0%
Q3 2019$299,00011,0710.01%
Other shareholders
VANGUARD STAR FUND shareholders Q1 2022
NameSharesValueWeighting ↓
Dempze Nancy E 56,436$1,435,1691.29%
CARRET ASSET MANAGEMENT, LLC 39,158$995,7950.14%
NORTHSTAR ASSET MANAGEMENT Co LLC 11,471$291,7080.08%
NEVILLE RODIE & SHAW INC 15,225$3870.04%
Trivant Custom Portfolio Group, LLC 319$8,1130.01%
View complete list of VANGUARD STAR FUND shareholders