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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 15,985 | -3,016 | -15.9% | 1.27% | $1.2M | $75.36 |
| 2025 Q3 | REDUCED | 19,001 | -1,952 | -9.3% | 1.06% | $1.3M | $72.06 |
| 2025 Q2 | ADDED | 20,953 | +7,264 | +53.1% | 0.94% | $1.3M | $67.44 |
| 2025 Q1 | ADDED | 13,689 | +7,755 | +130.7% | 0.56% | $807K | $60.18 |
| 2024 Q1 | REDUCED | 5,934 | -12,467 | -67.8% | 0.26% | $344K | $56.59 |
| 2022 Q4 | INITIATED | 18,401 | — | — | 0.75% | $952K | — |
As of 2025 Q4 — sorted by position size