VXUS VANGUARD STAR FD

Ownership history in Capstone Financial Advisors, Inc.  ·  35 quarters on record

This page tracks every 13F SEC filing in which Capstone Financial Advisors, Inc. reported a position in VANGUARD STAR FD (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
9.86% (2019 Q4)
Avg. % of fund
5.27%
First filed
2017 Q2
Last filed
2025 Q4
Quarters held
35
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,146,159 -44 -0.0% 4.60% $86.5M $75.44
2025 Q3 ADDED 1,146,203 +34 +0.0% 4.56% $84.2M $72.14
2025 Q2 REDUCED 1,146,169 -50,324 -4.2% 4.59% $79.2M $67.51
2025 Q1 ADDED 1,196,493 +4,420 +0.4% 4.66% $74.3M $60.25
31 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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