VXUS β€” VANGUARD STAR FD

Ownership history in PROFFITT & GOODSON INC  Β·  30 quarters on record

This page tracks every 13F SEC filing in which PROFFITT & GOODSON INC reported a position in VANGUARD STAR FD (VXUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.59% (2025 Q3)
πŸ“Š Avg. % of fund
0.33%
πŸ“… First filed
2018 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
30

Position Intelligence

PROFFITT & GOODSON INC Γ— VXUS AI Analytics

πŸ“‰ PROFFITT & GOODSON INC underperformed the S&P 500 by –6.0% annually on this VXUS position. Timing score: 69% (18/26 decisions correct). Average cost basis: $49.10. Maximum drawdown during holding period: –27.5%.

πŸ“ˆ Position Alpha vs SPY
-6.0%
annualised excess return

❌ Significantly underperformed the S&P 500 by 6.0% ann.
28 quarters analyzed

⏱️ Timing Score
69%

βœ… Decent timing β€” more right than wrong on entries and exits.
18 of 26 add/trim decisions correct

πŸ’° Entry Quality
$49.10
+53.5% vs current ($75.36)

Best entry: $34.92 (2020 Q1)  Β·  Worst: $72.06 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–27.5%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
82%
buy-side decisions

23 adds Β· 5 trims. Bought during 7 of 8 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.58% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    VXUS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 55,103 -525 -0.9% 0.58% $4.2M $75.36
2025 Q3 ADDED 55,628 +2,921 +5.5% 0.59% $4.1M $72.06
2025 Q2 ADDED 52,707 +5,414 +11.4% 0.56% $3.6M $67.44
2025 Q1 ADDED 47,293 +1,678 +3.7% 0.48% $2.9M $60.18
2024 Q4 ADDED 45,615 +47 +0.1% 0.45% $2.7M $56.94
2024 Q3 ADDED 45,568 +11,930 +35.5% 0.48% $3.0M $61.50
2024 Q2 REDUCED 33,638 -1,024 -3.0% 0.36% $2.0M $57.04
2024 Q1 ADDED 34,662 +2,042 +6.3% 0.37% $2.1M $56.59
2023 Q4 ADDED 32,620 +1,051 +3.3% 0.35% $1.9M $54.19
2023 Q3 ADDED 31,569 +80 +0.3% 0.35% $1.7M $49.30
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VXUS

As of 2025 Q4 β€” sorted by position size

First American Financial Corp 42.23% FLOW TRADERS U.S. LLC 3Y 7Y 27.27% CARL STUART INVESTMENT ADVISOR, INC 3Y 25.31% Luminvest Wealth Management LLC 18.65% SAM Advisors, LLC 3Y 17.24% Drystone LLC 3Y 16.82% Arbor Wealth Advisors LLC 16.69% 25 LLC 16.46% Tenon Financial LLC 15.97% Angeles Investment Advisors, LLC 3Y 7Y 14.31%
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