VXUS β€” VANGUARD STAR FDS

Ownership history in CLUNE & ASSOCIATES, LTD.  Β·  5 quarters on record

AI Ownership Summary

CLUNE & ASSOCIATES, LTD. reported VANGUARD STAR FDS (VXUS) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.5% in 2025 Q4. The latest visible filing shows VXUS at 2.50% 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 CLUNE & ASSOCIATES, LTD.'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 2.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.5% in 2025 Q4

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

Time in book
Holding Window
2024 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 CLUNE & ASSOCIATES, LTD. held VXUS β€” position size vs. price
% of Fund (quarterly)    VXUS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 153,131 +29,025 +23.4% 2.50% $11.6M 2026-02-14 (Est.) $82.31
2025 Q3 REDUCED 124,106 -2,849 -2.2% 2.28% $9.1M 2025-10-17 $72.79
2025 Q2 ADDED 126,955 +11,125 +9.6% 2.40% $8.8M 2025-07-30 $67.38
2025 Q1 ADDED 115,830 +9,535 +9.0% 2.21% $7.2M 2025-04-28 $61.76
2024 Q4 INITIATED 106,295 β€” β€” 2.08% $6.3M 2025-02-11 $59.86

FAQ About CLUNE & ASSOCIATES, LTD. and VXUS

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

How long has CLUNE & ASSOCIATES, LTD. reported owning VXUS?

CLUNE & ASSOCIATES, LTD. reported VXUS across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported VXUS position in CLUNE & ASSOCIATES, LTD.'s portfolio?

The largest reported portfolio weight for VXUS was 2.50% in 2025 Q4.

What is the latest reported VXUS position on this page?

The most recent filing on this page is 2025 Q4, when CLUNE & ASSOCIATES, LTD. reported 153,131 shares, equal to 2.50% of portfolio, with an estimated market value of $11.6M.

What does the chart on this VXUS ownership page compare?

The chart compares CLUNE & ASSOCIATES, LTD.'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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