News + Filings Key Docs Charts Ownership
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VANGUARD STAR FUNDS (VGTSX)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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VANGUARD GROUP INC
| 18,328,750 | 18,328,750 | 1,027,876,314,000 | 0.02 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 14,470,772 | 257,420 | 811,520,879,000 | 0.36 | |
Hist
| 06/30/2023 |
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US BANCORP \DE\
| 14,197,164 | 5,244,189 | 783,825,424,000 | 1.32 | |
Hist
| 03/31/2023 |
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BANK OF AMERICA CORP /DE/
| 10,602,834 | -638,136 | 594,606,948,000 | 0.06 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 9,638,553 | 1,073,256 | 540,530,149,000 | 0.05 | |
Hist
| 06/30/2023 |
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HB Wealth Management, LLC
| 4,930,592 | 236,654 | 274,887,321,000 | 4.39 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 4,106,688 | 236,508 | 230,292,776,000 | | |
Hist
| 06/30/2023 |
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Wealthspire Advisors, LLC
| 3,322,319 | 220,193 | 183,425,241,000 | 3.15 | |
Hist
| 03/31/2023 |
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AMERIPRISE FINANCIAL INC
| 3,267,414 | 657,133 | 183,210,757,000 | 0.06 | |
Hist
| 06/30/2023 |
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Sageworth Trust Co
| 3,308,455 | -20,086 | 182,659,801,000 | 13.51 | |
Hist
| 03/31/2023 |
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UBS Group AG
| 3,040,533 | 16,971 | 170,513,091,000 | 0.06 | |
Hist
| 06/30/2023 |
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Cetera Investment Advisers
| 3,023,395 | 4,429 | 166,921,616,000 | 1.46 | |
Hist
| 03/31/2023 |
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JANUS HENDERSON GROUP PLC
| 2,512,798 | -52,903 | 140,917,712,000 | 0.09 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 2,335,687 | -55,478 | 130,985,000,000 | 0.03 | |
Hist
| 06/30/2023 |
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Corient Private Wealth LLC
| 2,190,400 | 2,190,400 | 122,837,612,000 | 0.28 | |
Hist
| 06/30/2023 |
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Global Endowment Management, LP
| 2,134,172 | -124,750 | 119,684,366,000 | 14.21 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 2,108,174 | 151,213 | 116,392,307,000 | 0.09 | |
Hist
| 03/31/2023 |
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WELLS FARGO & COMPANY/MN
| 1,978,427 | -24,294 | 110,950,172,000 | 0.03 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 1,848,679 | 251,621 | 95,612,809,000 | 0.19 | |
Hist
| 12/31/2022 |
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JANE STREET GROUP, LLC
| 1,532,678 | -17,117,699 | 85,952,582,000 | 0.03 | |
Hist
| 06/30/2023 |
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HighTower Advisors, LLC
| 1,445,470 | 594,237 | 81,039,000,000 | 0.16 | |
Hist
| 06/30/2023 |
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ALLIANCEBERNSTEIN L.P.
| 1,355,684 | 6,105 | 76,026,759,000 | 0.03 | |
Hist
| 06/30/2023 |
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Capstone Financial Advisors, Inc.
| 1,347,592 | 23,072 | 74,400,532,000 | 5.88 | |
Hist
| 03/31/2023 |
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GOLDMAN SACHS GROUP INC
| 1,117,733 | 316,723 | 61,710,039,000 | 0.01 | |
Hist
| 03/31/2023 |
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Bogart Wealth, LLC
| 1,156,169 | 166,043 | 59,797,049,000 | 4.16 | |
Hist
| 12/31/2022 |
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Column Capital Advisors, LLC
| 1,295,085 | 52,037 | 59,231,910,000 | 8.33 | |
Hist
| 06/30/2023 |
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SIGNATUREFD, LLC
| 970,155 | -166,250 | 53,562,246,000 | 1.46 | |
Hist
| 03/31/2023 |
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Sunflower Bank, N.A.
| 945,121 | -44,238 | 53,002,386,000 | 12.32 | |
Hist
| 06/30/2023 |
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Cetera Advisors LLC
| 959,985 | 20,869 | 53,000,787,000 | 0.88 | |
Hist
| 03/31/2023 |
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GIRARD PARTNERS LTD.
| 936,755 | 44,961 | 52,533,229,000 | 5.55 | |
Hist
| 06/30/2023 |
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Lindbrook Capital, LLC
| 998,462 | 194,590 | 51,640,446,000 | 6.36 | |
Hist
| 12/31/2022 |
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ANGELES WEALTH MANAGEMENT, LLC
| 907,906 | -45,706 | 50,915,370,000 | 6.94 | |
Hist
| 06/30/2023 |
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Kestra Advisory Services, LLC
| 856,211 | -359,299 | 48,016,313,000 | 0.48 | |
Hist
| 06/30/2023 |
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Angeles Investment Advisors, LLC
| 829,622 | -150,938 | 46,525,202,000 | 3.92 | |
Hist
| 06/30/2023 |
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Cerity Partners LLC
| 809,409 | 465,250 | 45,391,462,000 | 0.18 | |
Hist
| 06/30/2023 |
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