Ownership history in Endowment Wealth Management, Inc. · 15 quarters on record
This page tracks every 13F SEC filing in which Endowment Wealth Management, Inc. reported a position in VANGUARD STAR FDS (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 3,911 | +19 | +0.5% | 0.13% | $287K | $72.06 |
| 2025 Q2 | REDUCED | 3,892 | -799 | -17.0% | 0.14% | $269K | $67.44 |
| 2025 Q1 | REDUCED | 4,691 | -406 | -8.0% | 0.19% | $291K | $60.18 |
| 2024 Q4 | REDUCED | 5,097 | -410 | -7.4% | 0.20% | $300K | $56.94 |
| 2024 Q3 | REDUCED | 5,507 | -84 | -1.5% | 0.23% | $357K | $61.50 |
| 2024 Q2 | ADDED | 5,591 | +195 | +3.6% | 0.25% | $337K | $57.04 |
| 2024 Q1 | ADDED | 5,396 | +902 | +20.1% | 0.24% | $325K | $56.59 |
| 2023 Q4 | REDUCED | 4,494 | -386 | -7.9% | 0.22% | $260K | $54.19 |
| 2023 Q3 | ADDED | 4,880 | +307 | +6.7% | 0.23% | $261K | $49.30 |
| 2023 Q2 | REDUCED | 4,573 | -116 | -2.5% | 0.23% | $256K | $51.38 |
As of 2025 Q4 — sorted by position size