APC
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Asset Planning Corporation’s Vanguard Total International Stock ETF VXUS Stock Holding History

Asset Planning Corporation’s Portfolio VXUS Stock Details VXUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,073
Closed -$202K – 32
2021
Q2 		$202K Buy
+3,073
New +$201K 0.2% 31
2021
Q1 		– Sell
-3,042
Closed -$183K – 69
2020
Q4 		$183K Buy
+3,042
New +$171K 0.18% 29

Other funds holding VXUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Asset Planning Corporation's VXUS Position: Q3 2021 in Review

Asset Planning Corporation sold out of Vanguard Total International Stock ETF (VXUS) in Q3 2021, closing a stake of 3,073 shares — an estimated $202K sold.

Asset Planning Corporation first reported a position in VXUS in Q4 2020 and held it in 2 quarters. The position peaked at $202K in Q2 2021. 715 funds tracked by Wall St. Rank hold VXUS as of Q3 2021.

  • Asset Planning Corporation reported no remaining Vanguard Total International Stock ETF position as of Q3 2021 after selling out during the quarter.
  • Asset Planning Corporation sold 3,073 Vanguard Total International Stock ETF shares in Q3 2021, an estimated $202K.
  • Asset Planning Corporation first reported a position in Vanguard Total International Stock ETF in Q4 2020 and held it in 2 quarters.
  • Asset Planning Corporation's Vanguard Total International Stock ETF position peaked at $202K in Q2 2021.
  • 715 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2021.

Based on Asset Planning Corporation's 13F filing for Q3 2021, filed 16 Nov 2021.