SEC 13F Intelligence

M Wealth Management, LLC / VXUS

M Wealth Management, LLC’s Vanguard Star Fds Position

Does M Wealth Management, LLC own Vanguard Star Fds (VXUS)? Yes — 122.9K shares worth $9M (+7.97% of its 13F portfolio) as of Q1 2026, up from 120.5K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
122.9K
% of Portfolio
+7.97%
Quarters Held
6
currently held

Position History VXUS

Reported value by quarter
Q4 ’24: $7MQ4 ’24Q1 ’25: $7MQ1 ’25Q2 ’25: $8MQ2 ’25Q3 ’25: $9MQ3 ’25Q4 ’25: $9MQ4 ’25Q1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026122.9K$9M+7.97%
Q4 2025120.5K$9M+7.91%
Q3 2025118.2K$9M+7.63%
Q2 2025117.7K$8M+7.50%
Q1 2025117.4K$7M+6.79%
Q4 2024118.3K$7M+6.37%

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