SEC 13F Intelligence

Strategic Wealth Management Group, LLC / VXUS

Strategic Wealth Management Group, LLC’s Vanguard Star Fds Position

Does Strategic Wealth Management Group, LLC own Vanguard Star Fds (VXUS)? Yes — 65.0K shares worth $4M (+1.56% of its 13F portfolio) as of Q2 2021, up from 26.5K shares the prior filed quarter.

Position Value
$4M
Q2 2021
Shares
65.0K
% of Portfolio
+1.56%
Quarters Held
2
currently held

Position History VXUS

Reported value by quarter
Q1 ’21: $2MQ1 ’21Q2 ’21: $4MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202165.0K$4M+1.56%
Q1 202126.5K$2M+0.63%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Wealth Management Group, LLC’s full portfolio or all institutional holders of VXUS.