Drystone LLC VXUS β€” Vanguard Total International Stock ETF

Ownership history in Drystone LLC  Β·  9 quarters on record

AI Ownership Summary

Drystone LLC reported Vanguard Total International Stock ETF (VXUS) in 9 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 16.82% in 2025 Q4. The latest visible filing shows VXUS at 16.82% 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 Drystone 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 16.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.82% 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 Drystone 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” β€” β€” 248,048 -1,191 -0.5% 16.82% $18.7M 2026-02-14 (Est.) $82.31
2025 Q3 REDUCED β€” β€” β€” 249,239 -1,431 -0.6% 16.48% $18.3M 2025-11-17 $72.59
2025 Q2 ADDED β€” β€” β€” 250,670 +8,513 +3.5% 15.87% $17.3M 2025-08-06 $68.05
2025 Q1 ADDED β€” β€” β€” 242,157 +929 +0.4% 15.06% $15.0M 2025-05-01 $61.74
2024 Q4 REDUCED 12.6% +5.7% ❌ 241,228 -34,812 -12.6% 14.20% $14.2M 2025-01-23 $58.73
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Drystone 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 Drystone LLC reported owning VXUS?

Drystone LLC reported VXUS across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported VXUS position in Drystone LLC's portfolio?

The largest reported portfolio weight for VXUS was 16.82% in 2025 Q4.

What is the latest reported VXUS position on this page?

The most recent filing on this page is 2025 Q4, when Drystone LLC reported 248,048 shares, equal to 16.82% of portfolio, with an estimated market value of $18.7M.

What does the chart on this VXUS ownership page compare?

The chart compares Drystone 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 Drystone LLC time their VXUS position?

Based on 13F filing dates vs. subsequent VXUS price moves, Drystone LLC correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on VXUS relative to SPY over the holding period was +5.9%.

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