Filing Research | VANGUARD STAR FDS Institutional Holdings

Snapshot holdings

50 / 647 loaded

#		Instrument	quantity
1	Narodna banka Slovenska	Shares	14.9MSH	$1.27B
2	SIGNATUREFD, LLC	Shares	5.3MSH	$451.2M
3	Angeles Investment Advisors, LLC	Shares	2.8MSH	$238.5M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.2MSH	$181.7M
5	GREENWOOD GEARHART LLC	Shares	1.5MSH	$126.0M
6	Gleason Group, Inc.	Shares	1.4MSH	$115.6M
7	Envestnet Portfolio Solutions, Inc.	Shares	1.2MSH	$102.0M
8	Mesirow Financial Investment Management, Inc.	Shares	1.1MSH	$94.0M
9	Verus Financial Partners, Inc.	Shares	1.0MSH	$87.7M
10	Provenance Wealth Advisors, LLC	Shares	995.2KSH	$85.1M
11	D.A. DAVIDSON & CO.	Shares	760.2KSH	$65.0M
12	Bogart Wealth, LLC	Shares	727.0KSH	$62.1M
13	Tenon Financial LLC	Shares	623.7KSH	$53.3M
14	Peak Financial Management, Inc.	Shares	600.3KSH	$51.3M
15	Standpoint Asset Management, LLC	Shares	494.1KSH	$42.2M
16	Focus Financial Network, Inc.	Shares	481.6KSH	$41.2M
17	Abacus Planning Group, Inc.	Shares	443.8KSH	$37.9M
18	BURRUS FINANCIAL SERVICES, INC.	Shares	405.6KSH	$34.7M
19	Leonard Rickey Investment Advisors P.L.L.C.	Shares	356.1KSH	$30.4M
20	Sunflower Bank, N.A.	Shares	354.0KSH	$30.3M
21	Professional Financial Advisors, LLC	Shares	334.7KSH	$28.6M
22	STONE LOFT WEALTH MANAGEMENT LLC	Shares	330.9KSH	$28.1M
23	Capital Investment Management, Inc.	Shares	327.3KSH	$28.0M
24	FIDELIS iM, LLC	Shares	321.0KSH	$27.4M
25	Arbor Wealth Advisors LLC	Shares	313.6KSH	$26.8M
26	Wedmont Private Capital	Shares	301.1KSH	$25.7M
27	Clarity Wealth Advisors, LLC	Shares	272.3KSH	$23.3M
28	Family CFO Inc	Shares	271.1KSH	$23.2M
29	Factor Wealth Management LTD	Shares	263.4KSH	$22.5M
30	CHERRYDALE WEALTH MANAGEMENT, LLC	Shares	255.0KSH	$21.8M
31	PFG Advisors	Shares	254.3KSH	$21.7M
32	Drystone LLC	Shares	244.8KSH	$20.9M
33	David Kennon Inc	Shares	232.6KSH	$19.9M
34	Gibson Wealth Advisors LLC	Shares	231.8KSH	$19.8M
35	Greenbush Financial Group, LLC	Shares	224.1KSH	$19.2M
36	Cornerstone Wealth Management, LLC	Shares	219.4KSH	$18.8M
37	B.O.S.S. Retirement Advisors, LLC	Shares	218.7KSH	$18.7M
38	Legacy Private Trust Co.	Shares	215.9KSH	$18.5M
39	Farther Finance Advisors, LLC	Shares	210.1KSH	$18.0M
40	Berman McAleer LLC	Shares	201.7KSH	$17.2M
41	INDEPENDENT FINANCIAL GROUP, LLC	Shares	197.8KSH	$16.9M
42	Mallini Complete Financial Planning LLC	Shares	197.5KSH	$16.9M
43	IFP Advisors, Inc	Shares	196.1KSH	$16.8M
44	Charis Legacy Partners, LLC	Shares	186.9KSH	$16.0M
45	Apella Capital, LLC	Shares	187.6KSH	$15.9M
46	Sequoia Financial Advisors, LLC	Shares	177.9KSH	$15.2M
47	Diversified Trust Co	Shares	176.5KSH	$15.1M
48	Dynamic Advisor Solutions LLC	Shares	168.9KSH	$14.4M
49	BFSG, LLC	Shares	167.1KSH	$14.3M
50	L.K. Benson & Company, P.C.	Shares	166.8KSH	$14.3M

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Manager changes2026-06-30 vs 2026-03-31

50 / 661 loaded

#		Instrument
1	Narodna banka Slovenska unchanged	Shares	0	+$160.3M	$1.27B
2	SIGNATUREFD, LLC added	Shares	+75.5K	+$50.1M	$451.2M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+138.2K	+$26.5M	$181.7M
4	Mesirow Financial Investment Management, Inc. added	Shares	+126.7K	+$19.0M	$94.0M
5	GREENWOOD GEARHART LLC added	Shares	+44.4K	+$15.8M	$126.0M
6	Wedmont Private Capital added	Shares	+156.3K	+$13.9M	$25.7M
7	Gleason Group, Inc. added	Shares	+24.6K	+$13.2M	$115.6M
8	Envestnet Portfolio Solutions, Inc. added	Shares	+25.8K	+$12.0M	$102.0M
9	Angeles Investment Advisors, LLC trimmed	Shares	-153.7K	+$11.5M	$238.5M
10	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+109.7K	+$10.1M	$16.9M
11	Tenon Financial LLC added	Shares	+57.6K	+$9.7M	$53.3M
12	Blake Schutter Theil Wealth Advisors, LLC new	Shares	+105.1K	+$9.0M	$9.0M
13	Provenance Wealth Advisors, LLC trimmed	Shares	-5.7K	+$7.9M	$85.1M
14	J.W. COLE ADVISORS, INC. new	Shares	+89.6K	+$7.7M	$7.7M
15	STONE LOFT WEALTH MANAGEMENT LLC added	Shares	+56.9K	+$7.0M	$28.1M
16	Bogart Wealth, LLC added	Shares	+4.7K	+$6.5M	$62.1M
17	Factor Wealth Management LTD added	Shares	+53.7K	+$6.3M	$22.5M
18	Peak Financial Management, Inc. added	Shares	+7.0K	+$5.6M	$51.3M
19	Standpoint Asset Management, LLC added	Shares	+16.5K	+$5.4M	$42.2M
20	FIDELIS iM, LLC added	Shares	+32.0K	+$5.2M	$27.4M
21	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT added	Shares	+52.1K	+$5.1M	$11.4M
22	Leonard Rickey Investment Advisors P.L.L.C. added	Shares	+27.6K	+$5.1M	$30.4M
23	Focus Financial Network, Inc. added	Shares	+13.3K	+$5.1M	$41.2M
24	D.A. DAVIDSON & CO. trimmed	Shares	-17.6K	+$5.0M	$65.0M
25	MISSION WEALTH MANAGEMENT, LP added	Shares	+50.5K	+$4.9M	$10.1M
26	Verus Financial Partners, Inc. added	Shares	+15.0K	+$4.2M	$87.7M
27	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+42.0K	+$4.2M	$9.4M
28	Meriwether Wealth & Planning, LLC added	Shares	+38.8K	+$4.1M	$11.6M
29	Professional Financial Advisors, LLC added	Shares	+11.1K	+$3.7M	$28.6M
30	Abacus Planning Group, Inc. trimmed	Shares	-2.6K	+$3.5M	$37.9M
31	PFG Advisors added	Shares	+16.8K	+$3.4M	$21.7M
32	Clarity Wealth Advisors, LLC added	Shares	+14.1K	+$3.4M	$23.3M
33	B.O.S.S. Retirement Advisors, LLC added	Shares	+19.6K	+$3.3M	$18.7M
34	SAX WEALTH ADVISORS, LLC added	Shares	+41.1K	+$3.2M	$4.2M
35	Brookstone Capital Management added	Shares	+29.3K	+$3.1M	$8.7M
36	Davidson Kahn Capital Management, LLC added	Shares	+24.5K	+$3.0M	$12.8M
37	IFP Advisors, Inc added	Shares	+17.9K	+$3.0M	$16.8M
38	Discipline Wealth Solutions, LLC added	Shares	+23.0K	+$2.9M	$11.8M
39	Legacy Advisors, LLC added	Shares	+22.4K	+$2.9M	$11.8M
40	BURRUS FINANCIAL SERVICES, INC. trimmed	Shares	-7.0K	+$2.9M	$34.7M
41	Turning Point Benefit Group, Inc. new	Shares	+33.4K	+$2.8M	$2.8M
42	Arbor Wealth Advisors LLC added	Shares	+1.5K	+$2.7M	$26.8M
43	Capital Investment Management, Inc. trimmed	Shares	-8	+$2.7M	$28.0M
44	Sunpointe, LLC added	Shares	+27.1K	+$2.4M	$3.6M
45	Trinity Wealth Management, LLC added	Shares	+25.3K	+$2.4M	$4.9M
46	CHERRYDALE WEALTH MANAGEMENT, LLC added	Shares	+3.6K	+$2.4M	$21.8M
47	Greenbush Financial Group, LLC added	Shares	+6.3K	+$2.4M	$19.2M
48	Dynamic Advisor Solutions LLC added	Shares	+10.7K	+$2.2M	$14.4M
49	Family CFO Inc trimmed	Shares	-711	+$2.2M	$23.2M
50	San Luis Wealth Advisors LLC added	Shares	+15.4K	+$2.2M	$10.5M

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