Cook Wealth, LLC VXUS Vanguard Total International Stock ETF

Ownership history in Cook Wealth, LLC  ·  16 quarters on record

AI Ownership Summary

Cook Wealth, LLC reported Vanguard Total International Stock ETF (VXUS) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.37% in 2025 Q1. The latest visible filing shows VXUS at 0.37% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VXUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cook Wealth, LLC's position in Vanguard Total International Stock ETF, 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 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% 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
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 Cook Wealth, LLC held VXUS — position size vs. price
% of Fund (quarterly)    VXUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 12,067 0% 0.37% $769K 2026-02-14 (Est.) $82.31
2025 Q2 UNCHANGED 12,067 0% 0.37% $769K 2025-08-12 $69.31
2025 Q1 ADDED 12,067 +1,250 +11.6% 0.37% $769K 2025-05-15 $64.17
2024 Q4 ADDED 10,817 +928 +9.4% 0.31% $657K 2025-01-24 $59.02
2024 Q3 REDUCED 9,889 -270 -2.7% 0.31% $615K 2024-11-04 $59.01
2024 Q2 ADDED 10,159 +629 +6.6% 0.33% $613K 2024-07-31 $58.54
2024 Q1 ADDED 9,530 +588 +6.6% 0.34% $570K 2024-05-10 $57.29
2023 Q4 ADDED 8,942 +319 +3.7% 0.32% $508K 2024-01-29 $53.71
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cook Wealth, 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 Cook Wealth, LLC reported owning VXUS?

Cook Wealth, LLC reported VXUS across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VXUS position in Cook Wealth, LLC's portfolio?

The largest reported portfolio weight for VXUS was 0.37% in 2025 Q1.

What is the latest reported VXUS position on this page?

The most recent filing on this page is 2025 Q4, when Cook Wealth, LLC reported 12,067 shares, equal to 0.37% of portfolio, with an estimated market value of $769K.

What does the chart on this VXUS ownership page compare?

The chart compares Cook Wealth, 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.

How well did Cook Wealth, LLC time their VXUS position?

Based on 13F filing dates vs. subsequent VXUS price moves, Cook Wealth, LLC correctly timed 8 out of 13 reported position changes (62%). The annualised alpha on VXUS relative to SPY over the holding period was -1.8%.

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