VXUS — VANGUARD STAR FD

Ownership history in Summit Wealth Group, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Summit Wealth Group, LLC 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
3.9% (2020 Q2)
Avg. % of fund
2.04%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 78,653 -587 -0.7% 1.39% $5.9M $75.44
2025 Q3 REDUCED 79,240 -3,020 -3.7% 1.41% $5.8M $72.14
2025 Q2 REDUCED 82,260 -5,763 -6.5% 1.46% $5.7M $67.51
2025 Q1 ADDED 88,023 +2,650 +3.1% 1.60% $5.5M $60.25
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VXUS price (monthly, adj. close)

Other funds also holding VXUS

As of 2025 Q4 — 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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