Ownership history in Wealthspire Advisors, LLC Β· 29 quarters on record
This page tracks every 13F SEC filing in which Wealthspire Advisors, 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 β sourced directly from SEC EDGAR 13F filings.
π Wealthspire Advisors, LLC underperformed the S&P 500 by β5.1% annually on this VXUS position. Timing score: 68% (19/28 decisions correct). Average cost basis: $55.64. Maximum drawdown during holding period: β27.5%.
β Significantly underperformed the S&P 500 by 5.1% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
19 of 28 add/trim decisions correct
Best entry: $34.92 (2020 Q1) Β· Worst: $72.06 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
23 adds Β· 6 trims. Bought during 6 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Wealthspire Advisors, LLC has been actively increasing its VXUS allocation β a bullish signal from insiders.
Currently 3.53% of portfolio
β 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.
As of 2025 Q4 β sorted by position size