| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CARRET ASSET MANAGEMENT, LLC | 43 | 43 | 0.11% | 0.23% | 0.41% | Q1 2013 | Q3 2023 | 43 |
| NEVILLE RODIE & SHAW INC | 43 | 43 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2023 | 43 |
| NORTHSTAR ASSET MANAGEMENT Co LLC | 22 | 22 | 0.08% | 0.11% | 0.14% | Q2 2018 | Q3 2023 | 22 |
| Williams Jones Wealth Management, LLC. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 11 |
| Dempze Nancy E | 8 | 1 | 1.22% | 1.46% | 2.53% | Q4 2015 | Q3 2023 | 9 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q4 2014 | 7 |
| Janney Montgomery Scott LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 6 |
| Almanack Investment Partners, LLC. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 5 |
| Coston, McIsaac & Partners | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
| RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q4 2014 | 3 |
| FULTON BANK, N.A. | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q2 2018 | 2 |
| Trivant Custom Portfolio Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| Holloway Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
| PROFESSIONAL ADVISORY SERVICES INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
| WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
| Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| Arvest Bank Trust Division | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
| QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
| Wealth Quarterback LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
| Cypress Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
| Weaver Consulting Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
This page lists all the filers that currently own VANGUARD STAR FUND or have owned VANGUARD STAR FUND in the past.