VXUS — VANGUARD STAR FDS

Ownership history in Wallace Advisory Group, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Wallace Advisory Group, 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
1.27% (2025 Q4)
Avg. % of fund
0.81%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 15,985 -3,016 -15.9% 1.27% $1.2M $75.44
2025 Q3 REDUCED 19,001 -1,952 -9.3% 1.06% $1.3M $72.14
2025 Q2 ADDED 20,953 +7,264 +53.1% 0.94% $1.3M $67.51
2025 Q1 ADDED 13,689 +7,755 +130.7% 0.56% $807K $60.25
2 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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