VXUS β€” VANGUARD STAR FDS

Ownership history in Quantum Financial Planning Services, Inc.  Β·  6 quarters on record

AI Ownership Summary

Quantum Financial Planning Services, Inc. reported VANGUARD STAR FDS (VXUS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.51% in 2025 Q1. The latest visible filing shows VXUS at 0.24% 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 Quantum Financial Planning Services, 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 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 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 Quantum Financial Planning Services, Inc. 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)
2026 Q1 ADDED 8,611 +69 +0.8% 0.24% $664K 2026-04-14 $82.81
2025 Q4 UNCHANGED 8,542 β€” 0% 0.23% $644K 2026-01-15 $78.52
2025 Q3 REDUCED 8,542 -15 -0.2% 0.25% $627K 2025-10-14 $71.88
2025 Q2 REDUCED 8,557 -6,312 -42.5% 0.28% $591K 2025-07-25 $68.80
2025 Q1 REDUCED 14,869 -125 -0.8% 0.51% $923K 2025-05-09 $62.97
2024 Q4 INITIATED 14,994 β€” β€” 0.49% $884K 2025-01-23 $58.73

FAQ About Quantum Financial Planning Services, 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 Quantum Financial Planning Services, Inc. reported owning VXUS?

Quantum Financial Planning Services, Inc. reported VXUS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VXUS position in Quantum Financial Planning Services, Inc.'s portfolio?

The largest reported portfolio weight for VXUS was 0.51% in 2025 Q1.

What is the latest reported VXUS position on this page?

The most recent filing on this page is 2026 Q1, when Quantum Financial Planning Services, Inc. reported 8,611 shares, equal to 0.24% of portfolio, with an estimated market value of $664K.

What does the chart on this VXUS ownership page compare?

The chart compares Quantum Financial Planning Services, 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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