VXUS VANGUARD STAR FD

Ownership history in Cornerstone Wealth Management, LLC  ·  38 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Wealth Management, LLC reported a position in VANGUARD STAR FD (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
3.57% (2019 Q4)
Avg. % of fund
2.09%
First filed
2016 Q1
Last filed
2025 Q4
Quarters held
38
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 229,177 -5,750 -2.4% 0.90% $17.3M $75.36
2025 Q3 ADDED 234,927 +1,639 +0.7% 0.95% $17.3M $72.06
2025 Q2 REDUCED 233,288 -2,767 -1.2% 0.98% $16.1M $67.44
2025 Q1 REDUCED 236,055 -4,151 -1.7% 0.99% $14.7M $60.18
2024 Q4 REDUCED 240,206 -61,465 -20.4% 0.96% $14.2M $56.94
2024 Q3 REDUCED 301,671 -6,192 -2.0% 1.38% $19.5M $61.50
2024 Q2 ADDED 307,863 +935 +0.3% 1.43% $18.6M $57.04
2024 Q1 ADDED 306,928 +473 +0.2% 1.50% $18.5M $56.59
2023 Q4 REDUCED 306,455 -6,337 -2.0% 1.53% $17.8M $54.19
2023 Q3 REDUCED 312,792 -77,994 -20.0% 1.58% $16.7M $49.30
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VXUS price (monthly, adj. close)
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