VXUS β€” VANGUARD STAR FDS

Ownership history in Luminvest Wealth Management LLC  Β·  6 quarters on record

AI Ownership Summary

Luminvest Wealth Management LLC reported VANGUARD STAR FDS (VXUS) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 18.65% in 2025 Q4. The latest visible filing shows VXUS at 18.65% 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 Luminvest Wealth Management 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 18.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
18.65% 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 Q3 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 Luminvest Wealth Management LLC held VXUS β€” position size vs. price
% of Fund (quarterly)    VXUS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 890,978 +114,039 +14.7% 18.65% $67.2M 2026-02-14 (Est.) $82.31
2025 Q3 ADDED 776,939 +33,573 +4.5% 18.60% $57.1M 2025-11-04 $72.44
2025 Q2 ADDED 743,366 +40,912 +5.8% 18.40% $51.3M 2025-07-17 $67.63
2025 Q1 REDUCED 702,454 -4,412 -0.6% 17.98% $43.6M 2025-04-30 $61.89
2024 Q4 ADDED 706,866 +283,586 +67.0% 16.82% $41.7M 2025-01-29 $58.75
2024 Q3 INITIATED 423,280 β€” β€” 16.78% $25.6M 2024-10-30 $59.10

FAQ About Luminvest Wealth Management 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 Luminvest Wealth Management LLC reported owning VXUS?

Luminvest Wealth Management LLC reported VXUS across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported VXUS position in Luminvest Wealth Management LLC's portfolio?

The largest reported portfolio weight for VXUS was 18.65% in 2025 Q4.

What is the latest reported VXUS position on this page?

The most recent filing on this page is 2025 Q4, when Luminvest Wealth Management LLC reported 890,978 shares, equal to 18.65% of portfolio, with an estimated market value of $67.2M.

What does the chart on this VXUS ownership page compare?

The chart compares Luminvest Wealth Management 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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