VANGUARD STAR FDS (VXUS)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
100
Reporting holders
$376.1M
Reported value
0.0%
Calls
0.0%
Puts
-1,753
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Towneley Capital Management, Inc / DE | $67.5M | 794,281 | 13.37% | 12q | -1.7%-$1.2M |
| Wedmont Private Capital | $36.2M | 430,280 | 0.87% | 20q | +42.9%+$10.9M |
| Arbor Wealth Advisors LLC | $26.3M | 310,134 | 16.41% | 12q | -1.1%-$290.2K |
| Factor Wealth Management LTD | $22.9M | 269,930 | 3.51% | 8q | +2.5%+$554.2K |
| Farther Finance Advisors, LLC | $21.4M | 252,194 | 0.15% | 16q | +20.0%+$3.6M |
| Legacy Private Trust Co. | $18.2M | 213,841 | 0.99% | 32q | -1.0%-$178.5K |
| Mallini Complete Financial Planning LLC | $17.0M | 199,512 | 11.88% | 8q | +1.0%+$173.1K |
| Apella Capital, LLC | $16.3M | 192,726 | 0.21% | 26q | +2.7%+$437.2K |
| New Covenant Trust Company, N.A. | $11.8M | 138,502 | 8.14% | 11q | +7.4%+$808.6K |
| Friday Financial | $11.0M | 129,934 | 2.17% | 8q | +185.4%+$7.1M |
| First Heartland Consultants, Inc. | $10.2M | 119,473 | 0.67% | 32q | +40.8%+$2.9M |
| Wealth Enhancement Trust Services, Inc. | $9.1M | 106,574 | 0.97% | 4q | -57.0%-$12.0M |
| SAPIENT CAPITAL LLC | $6.7M | 78,747 | 0.09% | 12q | -10.6%-$793.4K |
| McAlister, Sweet & Associates, Inc. | $6.2M | 72,883 | 3.91% | 3q | +2.5%+$150.2K |
| ECLECTIC ASSOCIATES INC /ADV | $5.6M | 65,611 | 0.62% | 4q | HELD |
| DIVERSIFIED MANAGEMENT INC | $5.2M | 61,150 | 0.91% | 4q | +1.1%+$55.2K |
| Financial Symmetry Inc | $5.2M | 61,042 | 1.66% | 12q | HELD |
| Valeo Financial Advisors, LLC | $4.9M | 57,481 | 0.10% | 32q | -0.6%-$28.5K |
| Bath Savings Trust Co | $4.5M | 52,633 | 0.46% | 24q | +5.6%+$238.1K |
| TITLEIST ASSET MANAGEMENT, LLC | $4.0M | 46,553 | 0.26% | 5q | +25.8%+$812.0K |
| CACTI ASSET MANAGEMENT LLC | $3.6M | 42,392 | 0.19% | 4q | HELD |
| Vilga Financial Planning LLC | $3.5M | 40,864 | 2.07% | 2q | +3.3%+$110.7K |
| Central Pacific Bank - Trust Division | $3.4M | 40,493 | 0.36% | 11q | -2.4%-$85.4K |
| ARMSTRONG ADVISORY GROUP, INC | $3.2M | 37,137 | 0.19% | 16q | +4.7%+$141.9K |
| Hardin Capital Partners, LLC | $2.9M | 34,662 | 1.44% | 10q | +23.5%+$559.5K |
| Everhart Financial Group, Inc. | $2.9M | 34,462 | 0.18% | 24q | -5.2%-$160.9K |
| COLLECTIVE FAMILY OFFICE LLC | $2.7M | 31,607 | 0.55% | 17q | -2.9%-$79.3K |
| KFA Private Wealth Group, LLC | $2.4M | 28,336 | 0.57% | 25q | HELD |
| Avidian Wealth Enterprises, LLC | $2.3M | 27,622 | 0.07% | 10q | +17.8%+$355.4K |
| Successful Portfolios LLC | $2.2M | 25,520 | 1.01% | 32q | HELD |
| FSA Investment Group, LLC | $2.0M | 24,084 | 0.65% | 8q | +11.2%+$206.0K |
| CoreCap Advisors, LLC | $2.0M | 23,472 | 0.06% | 9q | -8.6%-$188.3K |
| FIRST COMMUNITY TRUST NA | $1.8M | 21,597 | 0.61% | 16q | +17.0%+$266.7K |
| Gridiron Partners, LLC | $1.7M | 19,467 | 0.83% | 12q | HELD |
| Kaydan Wealth Management, Inc. | $1.5M | 17,553 | 0.51% | 20q | -4.5%-$70.3K |
| HALL LAURIE J TRUSTEE | $1.4M | 16,629 | 0.45% | 30q | HELD |
| Pacifica Partners Inc. | $1.4M | 16,316 | 0.41% | 28q | +429.4%+$1.1M |
| FC Advisory LLC | $1.4M | 16,051 | 0.36% | 19q | +37.3%+$370.6K |
| Cambridge Financial Group, LLC | $1.1M | 13,320 | 0.36% | 12q | HELD |
| Gradient Investments LLC | $1.1M | 12,652 | 0.02% | 19q | +12.8%+$122.1K |
| Wealth Group Ltd | $1.1M | 12,383 | 0.20% | 12q | +1.0%+$10.2K |
| MassMutual Private Wealth & Trust, FSB | $961.8K | 11,321 | 0.03% | 6q | +3062.3%+$931.4K |
| Versant Capital Management, Inc | $951.4K | 11,199 | 0.08% | 3q | +1093.9%+$871.7K |
| EASTERN BANK | $892.1K | 10,500 | 0.01% | 9q | HELD |
| HF Advisory Group, LLC | $814.9K | 9,591 | 0.24% | 6q | -15.2%-$145.9K |
| Atlas Brown,Inc. | $723.3K | 8,514 | 0.19% | 3q | +44.8%+$223.8K |
| Heartwood Wealth Advisors LLC | $691.1K | 8,134 | 0.05% | 5q | HELD |
| RIVERSEDGE ADVISORS, LLC | $662.4K | 7,797 | 0.08% | 5q | -20.6%-$171.9K |
| Whitcomb & Hess, Inc. | $634.9K | 7,473 | 0.14% | 21q | HELD |
| Prosperity Planning, Inc. | $623.1K | 7,335 | 0.14% | 24q | -2.6%-$16.8K |
| Retirement Wealth Solutions LLC | $616.8K | 7,260 | 0.33% | 8q | HELD |
| Elm3 Financial Group, LLC | $594.2K | 6,994 | 0.40% | 7q | HELD |
| First Citizens Financial Corp | $577.9K | 6,802 | 0.24% | 22q | HELD |
| Peterson Wealth Advisors, LLC | $565.9K | 6,661 | 0.07% | 7q | HELD |
| Sound Income Strategies, LLC | $552.4K | 6,568 | 0.02% | 19q | +20.5%+$94.0K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $538.4K | 6,337 | 0.11% | 16q | HELD |
| YHB Investment Advisors, Inc. | $537.8K | 6,330 | 0.03% | 20q | +10.8%+$52.4K |
| Breakwater Capital Group | $530.1K | 6,239 | 0.06% | 12q | +3.7%+$18.7K |
| Venture Visionary Partners LLC | $506.8K | 5,964 | 0.01% | 2q | +4.7%+$22.9K |
| Capital Advisors Wealth Management, LLC | $499.8K | 5,883 | 0.06% | 4q | +78.9%+$220.5K |
| BURKETT FINANCIAL SERVICES, LLC | $469.7K | 5,528 | 0.14% | 4q | +3513.1%+$456.7K |
| Worth Asset Management, LLC | $451.8K | 5,318 | 0.13% | 2q | +7.1%+$30.0K |
| Crumly & Associates Inc. | $411.0K | 4,838 | 0.07% | 8q | HELD |
| Trust Co | $396.2K | 4,663 | 0.03% | 4q | HELD |
| KWMG, LLC | $380.6K | 4,480 | 0.03% | 32q | -0.6%-$2.1K |
| ALKEME WEALTH, LLC | $346.4K | 4,077 | 0.13% | 6q | -3.3%-$11.8K |
| Aletheian Wealth Advisors LLC | $316.9K | 3,730 | 0.13% | 5q | HELD |
| PRIVATE CLIENT SERVICES, LLC | $293.3K | 3,453 | 0.08% | 4q | HELD |
| Whitaker-Myers Wealth Managers, LTD. | $291.1K | 3,426 | 0.05% | new | NEW |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $287.1K | 3,379 | 0.00% | 3q | HELD |
| Kearns & Associates LLC | $281.1K | 3,308 | 0.13% | new | NEW |
| Conrad Siegel Investment Advisors, Inc. | $273.6K | 3,220 | 0.04% | 4q | +13.7%+$32.9K |
| Roth Financial Partners LLC | $263.5K | 3,102 | 0.08% | 5q | +1.1%+$3.0K |
| Emprise Bank | $262.5K | 3,090 | 0.10% | 4q | HELD |
| Allen Mooney & Barnes Investment Advisors LLC | $259.9K | 3,060 | 0.04% | 6q | HELD |
| Cassilly Financial Group LLC | $240.9K | 2,836 | 0.16% | 4q | -50.0%-$240.9K |
| Kessler Investment Group, LLC | $238.7K | 2,809 | 0.12% | 3q | +1.0%+$2.5K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $221.2K | 2,603 | 0.01% | 6q | -16.1%-$42.5K |
| GAMMA Investing LLC | $220.6K | 2,597 | 0.01% | 3q | +910.5%+$198.8K |
| BOS Asset Management, LLC | $211.9K | 2,494 | 0.05% | 2q | HELD |
| GoalVest Advisory LLC | $205.7K | 2,421 | 0.04% | 11q | -16.1%-$39.4K |
| MOODY NATIONAL BANK TRUST DIVISION | $200.8K | 2,364 | 0.02% | 2q | HELD |
| Capital Planning LLC | $200.4K | 2,359 | 0.05% | 2q | HELD |
| STEPH & CO | $179.8K | 2,116 | 0.05% | 28q | HELD |
| Olistico Wealth, LLC | $169.3K | 1,993 | 0.07% | 4q | HELD |
| Planning Strategies Inc. | $138.3K | 1,628 | 0.08% | 2q | HELD |
| Coastline Trust Co | $137.7K | 1,621 | 0.01% | 9q | +14.1%+$17.0K |
| Acropolis Investment Management, LLC | $125.2K | 1,474 | 0.01% | 2q | +13.9%+$15.3K |
| Bank & Trust Co | $122.3K | 1,440 | 0.08% | new | NEW |
| Bangor Savings Bank | $118.9K | 1,400 | 0.01% | new | NEW |
| ATWOOD & PALMER INC | $69.2K | 815 | 0.00% | 5q | +158.7%+$42.5K |
| Davis Capital Management | $67.4K | 793 | 0.04% | 13q | HELD |
| Dorato Capital Management | $48.3K | 570 | 0.03% | 4q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $47.2K | 555 | 0.01% | 12q | HELD |
| GK Wealth Management LLC | $39.8K | 469 | 0.02% | new | NEW |
| Grove Bank & Trust | $38.6K | 454 | 0.00% | 11q | HELD |
| Bank of New Hampshire | $22.8K | 268 | 0.00% | 19q | -25.1%-$7.6K |
| WoodTrust Financial Corp | $5.5K | 64,559 | 0.66% | 5q | -1.3% |
| Go Invest LLC | $2.5K | 29 | 0.00% | 3q | HELD |
| Byrne Asset Management LLC | $1.8K | 22 | 0.00% | 5q | +4.8% |
Showing the largest 100 of 105 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 100 | $376.1M | 4,431,812 | 5 | 40 | 20 | 0.0% |
| Q2 2026 | 1,853 | $39.8B | 465,226,157 | 187 | 769 | 408 | 0.3% |
| Q1 2026 | 1,721 | $33.7B | 437,548,080 | 172 | 740 | 381 | 0.3% |
| Q4 2025 | 1,650 | $29.1B | 386,126,777 | 149 | 726 | 341 | 0.1% |
| Q3 2025 | 1,463 | $26.0B | 353,990,085 | 130 | 585 | 348 | 0.1% |
| Q2 2025 | 1,406 | $23.4B | 338,416,923 | 153 | 575 | 359 | 0.1% |
| Q1 2025 | 1,352 | $21.4B | 344,536,758 | 131 | 483 | 395 | 0.1% |
| Q4 2024 | 1,302 | $18.1B | 307,625,678 | 95 | 512 | 284 | 0.0% |
| Q3 2024 | 1,189 | $18.8B | 290,708,880 | 95 | 411 | 324 | 0.1% |
| Q2 2024 | 1,157 | $16.6B | 275,581,182 | 88 | 455 | 317 | 0.1% |
| Q1 2024 | 1,139 | $16.9B | 279,318,438 | 102 | 437 | 292 | 0.1% |
| Q4 2023 | 1,108 | $14.8B | 254,954,146 | 103 | 424 | 288 | 0.1% |
| Q3 2023 | 983 | $11.1B | 207,841,912 | 66 | 373 | 247 | 0.1% |
| Q2 2023 | 970 | $11.0B | 196,619,496 | 75 | 425 | 233 | 0.1% |
| Q1 2023 | 946 | $10.6B | 191,165,163 | 92 | 332 | 278 | 0.3% |
| Q4 2022 | 916 | $11.4B | 220,844,029 | 107 | 337 | 266 | 0.1% |
| Q3 2022 | 830 | $7.1B | 155,150,486 | 60 | 308 | 264 | 0.2% |
| Q2 2022 | 854 | $7.6B | 147,642,818 | 70 | 319 | 278 | 0.2% |
| Q1 2022 | 859 | $8.9B | 148,721,594 | 76 | 347 | 212 | 0.2% |
| Q4 2021 | 862 | $9.9B | 156,286,987 | 85 | 355 | 146 | 0.3% |
| Q3 2021 | 717 | $8.5B | 126,328,230 | 58 | 334 | 132 | 6.4% |
| Q2 2021 | 708 | $8.4B | 119,329,788 | 61 | 330 | 136 | 6.4% |
| Q1 2021 | 676 | $7.5B | 111,754,514 | 83 | 264 | 148 | 6.7% |
| Q4 2020 | 633 | $6.9B | 106,967,327 | 67 | 244 | 132 | 7.1% |
| Q3 2020 | 555 | $5.3B | 94,931,640 | 61 | 191 | 149 | 6.8% |
| Q2 2020 | 512 | $4.7B | 92,330,079 | 57 | 156 | 189 | 2.4% |
| Q1 2020 | 511 | $3.9B | 91,076,764 | 67 | 170 | 181 | 2.8% |
| Q4 2019 | 516 | $5.3B | 95,170,225 | 58 | 191 | 109 | 0.0% |
| Q3 2019 | 432 | $4.6B | 89,797,520 | 23 | 159 | 129 | 0.1% |
| Q2 2019 | 438 | $4.7B | 89,802,814 | 34 | 180 | 125 | 0.1% |
| Q1 2019 | 438 | $4.4B | 84,705,627 | 39 | 135 | 140 | 0.1% |
| Q4 2018 | 422 | $3.8B | 80,004,314 | 6 | 9 | 8 | 0.1% |