VXUS β€” VANGUARD STAR FDS

Ownership history in GENESIS PRIVATE WEALTH, LLC  Β·  5 quarters on record

AI Ownership Summary

GENESIS PRIVATE WEALTH, LLC reported VANGUARD STAR FDS (VXUS) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.24% in 2025 Q2. The latest visible filing shows VXUS at 1.71% 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 GENESIS PRIVATE WEALTH, LLC'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 1.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.24% in 2025 Q2

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 GENESIS PRIVATE WEALTH, LLC 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 72,987 +3,354 +4.8% 1.71% $5.5M 2026-02-14 (Est.) $82.31
2025 Q3 ADDED 69,633 +871 +1.3% 2.15% $5.1M 2025-10-08 $73.11
2025 Q2 ADDED 68,762 +2,906 +4.4% 2.24% $4.8M 2025-07-17 $67.63
2025 Q1 ADDED 65,856 +3,949 +6.4% 2.17% $4.1M 2025-04-23 $60.58
2024 Q4 INITIATED 61,907 β€” β€” 2.01% $3.6M 2025-01-17 $57.49

FAQ About GENESIS PRIVATE 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 GENESIS PRIVATE WEALTH, LLC reported owning VXUS?

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

What was the largest reported VXUS position in GENESIS PRIVATE WEALTH, LLC's portfolio?

The largest reported portfolio weight for VXUS was 2.24% in 2025 Q2.

What is the latest reported VXUS position on this page?

The most recent filing on this page is 2025 Q4, when GENESIS PRIVATE WEALTH, LLC reported 72,987 shares, equal to 1.71% of portfolio, with an estimated market value of $5.5M.

What does the chart on this VXUS ownership page compare?

The chart compares GENESIS PRIVATE 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.

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