McAlister, Sweet & Associates, Inc. VXUS β€” VANGUARD STAR FDS

Ownership history in McAlister, Sweet & Associates, Inc.  Β·  2 quarters on record

AI Ownership Summary

McAlister, Sweet & Associates, Inc. reported VANGUARD STAR FDS (VXUS) in 2 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 3.54% in 2025 Q3. The latest visible filing shows VXUS at 3.38% 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 McAlister, Sweet & Associates, Inc.'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
2026 Q1

VXUS was reported at 3.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.54% 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
2025 Q3 to 2026 Q1

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 McAlister, Sweet & Associates, Inc. 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 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 70,401 -2,626 -3.6% 3.38% $5.4M 2026-05-15 (Est.) $83.13
2025 Q3 INITIATED β€” β€” β€” 73,027 β€” β€” 3.54% $5.4M 2025-10-02 $72.70

FAQ About McAlister, Sweet & Associates, Inc. and VXUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has McAlister, Sweet & Associates, Inc. reported owning VXUS?

McAlister, Sweet & Associates, Inc. reported VXUS across 2 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported VXUS position in McAlister, Sweet & Associates, Inc.'s portfolio?

The largest reported portfolio weight for VXUS was 3.54% in 2025 Q3.

What is the latest reported VXUS position on this page?

The most recent filing on this page is 2026 Q1, when McAlister, Sweet & Associates, Inc. reported 70,401 shares, equal to 3.38% of portfolio, with an estimated market value of $5.4M.

What does the chart on this VXUS ownership page compare?

The chart compares McAlister, Sweet & Associates, Inc.'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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