Lion Street Advisors, LLC VXUS VANGUARD STAR FD

Ownership history in Lion Street Advisors, LLC  ·  18 quarters on record

AI Ownership Summary

Lion Street Advisors, LLC reported VANGUARD STAR FD (VXUS) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.86% in 2025 Q3. The latest visible filing shows VXUS at 0.86% 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 Lion Street Advisors, LLC's position in VANGUARD STAR FD, 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 Q3

VXUS was reported at 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 Lion Street Advisors, LLC held VXUS — position size vs. price
% of Fund (quarterly)    VXUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 38,258 +26,266 +219.0% 0.86% $2.5M 2025-11-14 (Est.) $73.50
2024 Q2 REDUCED 11,992 -22 -0.2% 0.27% $723K 2024-07-12 $59.49
2024 Q1 UNCHANGED 12,014 0% 0.28% $696K 2024-04-12 $55.17
2023 Q4 ADDED 12,014 +59 +0.5% 0.29% $696K 2024-01-10 $53.45
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Lion Street Advisors, 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 Lion Street Advisors, LLC reported owning VXUS?

Lion Street Advisors, LLC reported VXUS across 4 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VXUS position in Lion Street Advisors, LLC's portfolio?

The largest reported portfolio weight for VXUS was 0.86% in 2025 Q3.

What is the latest reported VXUS position on this page?

The most recent filing on this page is 2025 Q3, when Lion Street Advisors, LLC reported 38,258 shares, equal to 0.86% of portfolio, with an estimated market value of $2.5M.

What does the chart on this VXUS ownership page compare?

The chart compares Lion Street Advisors, 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 Lion Street Advisors, LLC time their VXUS position?

Based on 13F filing dates vs. subsequent VXUS price moves, Lion Street Advisors, LLC correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on VXUS relative to SPY over the holding period was -4.8%.

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