Alliance Wealth Advisors, LLC /UT 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 22.1% +2.3% ❌ 50,574 -14,333 -22.1% 0.83% $3.8M 2026-02-14 (Est.) $82.31
2025 Q3 REDUCED β€” β€” β€” 64,907 -365 -0.6% 1.12% $4.8M 2025-11-10 $73.70
2025 Q2 ADDED β€” β€” β€” 65,272 +3,202 +5.2% 1.08% $4.5M 2025-08-14 $69.44
2025 Q1 ADDED β€” β€” β€” 62,070 +28,121 +82.8% 1.01% $3.9M 2025-05-13 $63.71
2024 Q4 INITIATED β€” β€” β€” 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.

How well did Alliance Wealth Advisors, LLC /UT time their VXUS position?

Based on 13F filing dates vs. subsequent VXUS price moves, Alliance Wealth Advisors, LLC /UT correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on VXUS relative to SPY over the holding period was +21.4%.

← Back to Alliance Wealth Advisors, LLC /UT Holdings