VXUS β€” VANGUARD STAR FDS

Ownership history in Meriwether Wealth & Planning, LLC  Β·  1 quarter on record

AI Ownership Summary

Meriwether Wealth & Planning, LLC reported VANGUARD STAR FDS (VXUS) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 4.1% in 2026 Q1. The latest visible filing shows VXUS at 4.10% 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 Meriwether Wealth & Planning, 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
2026 Q1

VXUS was reported at 4.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.1% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 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 Meriwether Wealth & Planning, LLC 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 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 97,026 β€” β€” 4.10% $7.5M 2026-04-09 $81.07

FAQ About Meriwether Wealth & Planning, 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 Meriwether Wealth & Planning, LLC reported owning VXUS?

Meriwether Wealth & Planning, LLC reported VXUS across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported VXUS position in Meriwether Wealth & Planning, LLC's portfolio?

The largest reported portfolio weight for VXUS was 4.10% in 2026 Q1.

What is the latest reported VXUS position on this page?

The most recent filing on this page is 2026 Q1, when Meriwether Wealth & Planning, LLC reported 97,026 shares, equal to 4.10% of portfolio, with an estimated market value of $7.5M.

What does the chart on this VXUS ownership page compare?

The chart compares Meriwether Wealth & Planning, 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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