VXUS β€” VANGUARD STAR FDS

Ownership history in Clark Asset Management, LLC  Β·  5 quarters on record

AI Ownership Summary

Clark Asset Management, LLC reported VANGUARD STAR FDS (VXUS) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.34% in 2025 Q1. The latest visible filing shows VXUS at 0.28% 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 Clark Asset Management, 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
2026 Q1

VXUS was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 Clark Asset Management, LLC 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 38,480 +10,834 +39.2% 0.28% $3.0M 2026-04-16 $82.63
2025 Q4 ADDED 27,646 +7,373 +36.4% 0.22% $2.1M 2026-01-27 $81.02
2025 Q3 ADDED 20,273 +285 +1.4% 0.17% $1.5M 2025-10-20 $73.50
2025 Q2 REDUCED 19,988 -10,802 -35.1% 0.19% $1.4M 2025-08-01 $66.61
2025 Q1 INITIATED 30,790 β€” β€” 0.34% $1.8M 2025-04-28 $61.76

FAQ About Clark Asset Management, 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 Clark Asset Management, LLC reported owning VXUS?

Clark Asset Management, LLC reported VXUS across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported VXUS position in Clark Asset Management, LLC's portfolio?

The largest reported portfolio weight for VXUS was 0.34% in 2025 Q1.

What is the latest reported VXUS position on this page?

The most recent filing on this page is 2026 Q1, when Clark Asset Management, LLC reported 38,480 shares, equal to 0.28% of portfolio, with an estimated market value of $3.0M.

What does the chart on this VXUS ownership page compare?

The chart compares Clark Asset Management, 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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