VXUS VANGUARD STAR FDS

Ownership history in Applied Capital LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which Applied Capital LLC reported a position in VANGUARD STAR FDS (VXUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.87% (2021 Q1)
Avg. % of fund
4.45%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 150,088 +1,551 +1.0% 4.36% $11.3M $75.36
2025 Q3 ADDED 148,537 +1,784 +1.2% 4.40% $10.9M $72.06
2025 Q2 ADDED 146,753 +5,202 +3.7% 4.46% $10.1M $67.44
2025 Q1 ADDED 141,551 +12,038 +9.3% 4.31% $8.8M $60.18
2024 Q4 ADDED 129,513 +4,039 +3.2% 3.92% $7.6M $56.94
2024 Q3 ADDED 125,474 +1,312 +1.1% 4.34% $7.6M $61.50
2024 Q1 ADDED 124,162 +6,165 +5.2% 4.44% $7.5M $56.59
2023 Q4 ADDED 117,997 +835 +0.7% 3.82% $6.8M $54.19
2023 Q3 ADDED 117,162 +3,577 +3.1% 3.85% $6.3M $49.30
2023 Q2 REDUCED 113,585 -648 -0.6% 3.95% $6.4M $51.38
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VXUS price (monthly, adj. close)
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