VXUS β€” VANGUARD STAR FDS

Ownership history in Alliance Wealth Advisors, LLC /UT  Β·  5 quarters on record

AI Ownership Summary

Alliance Wealth Advisors, LLC /UT reported VANGUARD STAR FDS (VXUS) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.12% in 2025 Q3. The latest visible filing shows VXUS at 0.83% 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 VXUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alliance Wealth Advisors, LLC /UT's position in VANGUARD STAR FDS, 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
2025 Q4

VXUS was reported at 0.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.12% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 Alliance Wealth Advisors, LLC /UT held VXUS β€” position size vs. price
% of Fund (quarterly)    VXUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 50,574 -14,333 -22.1% 0.83% $3.8M 2026-02-14 (Est.) $82.31
2025 Q3 REDUCED 64,907 -365 -0.6% 1.12% $4.8M 2025-11-10 $73.70
2025 Q2 ADDED 65,272 +3,202 +5.2% 1.08% $4.5M 2025-08-14 $69.44
2025 Q1 ADDED 62,070 +28,121 +82.8% 1.01% $3.9M 2025-05-13 $63.71
2024 Q4 INITIATED 33,949 β€” β€” 0.52% $2.0M 2025-01-24 $59.02

FAQ About Alliance Wealth Advisors, LLC /UT and VXUS

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

How long has Alliance Wealth Advisors, LLC /UT reported owning VXUS?

Alliance Wealth Advisors, LLC /UT reported VXUS across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported VXUS position in Alliance Wealth Advisors, LLC /UT's portfolio?

The largest reported portfolio weight for VXUS was 1.12% in 2025 Q3.

What is the latest reported VXUS position on this page?

The most recent filing on this page is 2025 Q4, when Alliance Wealth Advisors, LLC /UT reported 50,574 shares, equal to 0.83% of portfolio, with an estimated market value of $3.8M.

What does the chart on this VXUS ownership page compare?

The chart compares Alliance Wealth Advisors, LLC /UT's quarterly VXUS 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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