NORTH STAR ASSET MANAGEMENT INC VITAX β€” VANGUARD INFO TECH (ADM)

Ownership history in NORTH STAR ASSET MANAGEMENT INC  Β·  1 quarter on record

AI Ownership Summary

NORTH STAR ASSET MANAGEMENT INC reported VANGUARD INFO TECH (ADM) (VITAX) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows VITAX at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VITAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NORTH STAR ASSET MANAGEMENT INC's position in VANGUARD INFO TECH (ADM), and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VITAX was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NORTH STAR ASSET MANAGEMENT INC held VITAX β€” position size vs. price
% of Fund (quarterly)    VITAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 2,034 β€” β€” 0.03% $727K 2026-05-06 $448.78

🏒 Other funds also holding VITAX

As of 2026 Q1 β€” sorted by position size

FIRST MERCHANTS CORP 3Y 7Y 0.21% FULTON BANK, N.A. 3Y 7Y 0.02%

FAQ About NORTH STAR ASSET MANAGEMENT INC and VITAX

These are the practical questions this page is built to answer before you even open the full history table.

How long has NORTH STAR ASSET MANAGEMENT INC reported owning VITAX?

NORTH STAR ASSET MANAGEMENT INC reported VITAX across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported VITAX position in NORTH STAR ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for VITAX was 0.03% in 2026 Q1.

What is the latest reported VITAX position on this page?

The most recent filing on this page is 2026 Q1, when NORTH STAR ASSET MANAGEMENT INC reported 2,034 shares, equal to 0.03% of portfolio, with an estimated market value of $727K.

What does the chart on this VITAX ownership page compare?

The chart compares NORTH STAR ASSET MANAGEMENT INC's quarterly VITAX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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