VXUS β€” VANGUARD STAR FDS

Ownership history in Walker Financial Services, Inc.  Β·  12 quarters on record

AI Ownership Summary

Walker Financial Services, Inc. reported VANGUARD STAR FDS (VXUS) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 4.34% in 2023 Q4. The latest visible filing shows VXUS at 1.90% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VXUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Walker Financial 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
2025 Q4

VXUS was reported at 1.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.34% in 2023 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Walker Financial Services, Inc. held VXUS β€” position size vs. price
% of Fund (quarterly)    VXUS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 69,326 -25,906 -27.2% 1.90% $5.2M 2026-02-14 (Est.) $82.31
2025 Q3 REDUCED 95,232 -12,950 -12.0% 2.72% $7.0M 2025-10-07 $72.83
2025 Q2 ADDED 108,182 +1,881 +1.8% 3.40% $7.5M 2025-07-11 $67.35
2025 Q1 ADDED 106,301 +8,041 +8.2% 3.46% $6.6M 2025-05-01 $61.74
2024 Q4 ADDED 98,260 +8,650 +9.7% 3.37% $5.8M 2025-01-15 $57.03
2024 Q3 ADDED 89,610 +6,238 +7.5% 3.92% $5.8M 2024-10-09 $60.61
2024 Q2 ADDED 83,372 +5,252 +6.7% 3.93% $5.0M 2024-07-15 $59.00
2024 Q1 ADDED 78,120 +5,717 +7.9% 3.87% $4.7M 2024-04-11 $56.15
2023 Q4 REDUCED 72,403 -5,028 -6.5% 4.34% $4.2M 2024-01-09 $53.22
2023 Q3 ADDED 77,431 +3,762 +5.1% 4.03% $4.1M 2023-10-11 $49.73
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Walker Financial 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 Walker Financial Services, Inc. reported owning VXUS?

Walker Financial Services, Inc. reported VXUS across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

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

The largest reported portfolio weight for VXUS was 4.34% in 2023 Q4.

What is the latest reported VXUS position on this page?

The most recent filing on this page is 2025 Q4, when Walker Financial Services, Inc. reported 69,326 shares, equal to 1.90% of portfolio, with an estimated market value of $5.2M.

What does the chart on this VXUS ownership page compare?

The chart compares Walker Financial 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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