VXUS — VANGUARD STAR FDS

Ownership history in Cherry Tree Wealth Management, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Cherry Tree Wealth Management, 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
1.4% (2025 Q3)
Avg. % of fund
1.31%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 85,988 -689 -0.8% 1.37% $6.5M $75.44
2025 Q3 ADDED 86,677 +1,791 +2.1% 1.40% $6.4M $72.14
2025 Q2 REDUCED 84,886 -236 -0.3% 1.36% $5.9M $67.51
2025 Q1 REDUCED 85,122 -790 -0.9% 1.27% $5.3M $60.25
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VXUS price (monthly, adj. close)

Other funds also holding VXUS

As of 2025 Q4 — sorted by position size

First American Financial Corp 42.23% FLOW TRADERS U.S. LLC 3Y 7Y 27.27% CARL STUART INVESTMENT ADVISOR, INC 3Y 25.31% Luminvest Wealth Management LLC 18.65% SAM Advisors, LLC 3Y 17.24% Drystone LLC 3Y 16.82% Arbor Wealth Advisors LLC 16.69% 25 LLC 16.46% Tenon Financial LLC 15.97% Angeles Investment Advisors, LLC 3Y 7Y 14.31%
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