VXUS β€” VANGUARD STAR FDS

Ownership history in Cornerstone Financial Group, LLC /NE/  Β·  5 quarters on record

AI Ownership Summary

Cornerstone Financial Group, LLC /NE/ reported VANGUARD STAR FDS (VXUS) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 5.55% in 2025 Q4. The latest visible filing shows VXUS at 5.55% 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 Cornerstone Financial Group, LLC /NE/'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 5.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.55% 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 Cornerstone Financial Group, LLC /NE/ 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 105,443 +24,107 +29.6% 5.55% $8.0M 2026-02-14 (Est.) $82.31
2025 Q3 ADDED 81,336 +7,325 +9.9% 4.63% $6.0M 2025-11-12 $74.38
2025 Q2 ADDED 74,011 +3,335 +4.7% 4.35% $5.1M 2025-08-15 $69.76
2025 Q1 ADDED 70,676 +2,864 +4.2% 4.17% $4.6M 2025-05-13 $63.71
2024 Q4 INITIATED 67,812 β€” β€” 3.94% $4.0M 2025-02-14 $60.79

FAQ About Cornerstone Financial Group, LLC /NE/ and VXUS

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

How long has Cornerstone Financial Group, LLC /NE/ reported owning VXUS?

Cornerstone Financial Group, LLC /NE/ reported VXUS across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported VXUS position in Cornerstone Financial Group, LLC /NE/'s portfolio?

The largest reported portfolio weight for VXUS was 5.55% in 2025 Q4.

What is the latest reported VXUS position on this page?

The most recent filing on this page is 2025 Q4, when Cornerstone Financial Group, LLC /NE/ reported 105,443 shares, equal to 5.55% of portfolio, with an estimated market value of $8.0M.

What does the chart on this VXUS ownership page compare?

The chart compares Cornerstone Financial Group, LLC /NE/'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.

← Back to Cornerstone Financial Group, LLC /NE/ Holdings