VXUS β€” VANGUARD STAR FDS

Ownership history in Arbor Wealth Advisors LLC  Β·  9 quarters on record

AI Ownership Summary

Arbor Wealth Advisors LLC reported VANGUARD STAR FDS (VXUS) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 17.55% in 2025 Q2. The latest visible filing shows VXUS at 16.69% 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 Arbor Wealth Advisors LLC'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 16.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.55% in 2025 Q2

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

Time in book
Holding Window
2023 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 Arbor Wealth Advisors LLC held VXUS β€” position size vs. price
% of Fund (quarterly)    VXUS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 310,463 +4,743 +1.6% 16.69% $23.4M 2026-02-14 (Est.) $82.31
2025 Q3 REDUCED 305,720 -7,393 -2.4% 16.77% $22.5M 2025-10-10 $70.79
2025 Q2 ADDED 313,113 +18,679 +6.3% 17.55% $21.6M 2025-07-10 $67.82
2025 Q1 ADDED 294,434 +5,232 +1.8% 16.31% $18.3M 2025-04-14 $58.82
2024 Q4 ADDED 289,202 +747 +0.3% 15.18% $17.0M 2025-01-14 $56.36
2024 Q3 ADDED 288,455 +8,351 +3.0% 16.84% $18.7M 2024-10-10 $60.55
2024 Q2 ADDED 280,104 +3,993 +1.4% 16.67% $16.9M 2024-07-11 $58.98
2024 Q1 ADDED 276,111 +1,600 +0.6% 15.72% $16.6M 2024-04-10 $55.95
2023 Q4 INITIATED 274,511 β€” β€” 16.36% $15.9M 2024-02-02 $53.39

FAQ About Arbor Wealth Advisors LLC and VXUS

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

How long has Arbor Wealth Advisors LLC reported owning VXUS?

Arbor Wealth Advisors LLC reported VXUS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VXUS position in Arbor Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for VXUS was 17.55% in 2025 Q2.

What is the latest reported VXUS position on this page?

The most recent filing on this page is 2025 Q4, when Arbor Wealth Advisors LLC reported 310,463 shares, equal to 16.69% of portfolio, with an estimated market value of $23.4M.

What does the chart on this VXUS ownership page compare?

The chart compares Arbor Wealth Advisors LLC'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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