VXUS β€” VANGUARD STAR FDS

Ownership history in SwitchPoint Financial Planning, LLC  Β·  5 quarters on record

This page tracks every 13F SEC filing in which SwitchPoint Financial Planning, LLC reported a position in VANGUARD STAR FDS (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
1.63% (2025 Q1)
πŸ“Š Avg. % of fund
1.53%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
5

Position Intelligence

SwitchPoint Financial Planning, LLC Γ— VXUS AI Analytics

πŸ“ˆ SwitchPoint Financial Planning, LLC outperformed the S&P 500 by +11.9% annually on this VXUS position. Average cost basis: $56.94. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+11.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 11.9% per year on this position.
4 quarters analyzed

πŸ’° Entry Quality
$56.94
+32.3% vs current ($75.36)

Best entry: $56.94 (2024 Q4)  Β·  Worst: $56.94 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. 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 1.46% 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 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 27,588 β€” 0% 1.46% $2.1M $75.36
2025 Q3 UNCHANGED 27,588 β€” 0% 1.47% $2.0M $72.06
2025 Q2 UNCHANGED 27,588 β€” 0% 1.56% $1.9M $67.44
2025 Q1 UNCHANGED 27,588 β€” 0% 1.63% $1.7M $60.18
2024 Q4 INITIATED 27,588 β€” β€” 1.56% $1.6M $56.94

🏒 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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