Berman Capital Advisors’s Vanguard Total International Stock ETF VXUS Stock Holding History

Berman Capital Advisors’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	$11.4M	Sell	180,449 -66,527	-27%	-$4.34M	1.8%	10
2021 Q2	$16.2M	Buy	246,976 +72,467	+42%	+$4.74M	2.58%	8
2021 Q1	$10.9M	Buy	174,509 +3,107	+2%	+$195K	2.29%	7
2020 Q4	$10.3M	Sell	171,402 -3,598	-2%	-$202K	2.47%	7
2020 Q3	$9.13M	Sell	175,000 -49,815	-22%	-$2.61M	2.59%	8
2020 Q2	$11.1M	Sell	224,815 -125,237	-36%	-$5.79M	2.9%	9
2020 Q1	$14.7M	Sell	350,052 -27,372	-7%	-$1.39M	4.74%	7
2019 Q4	$21M	Buy	377,424 +30,726	+9%	+$1.65M	6.06%	2
2019 Q3	$17.9M	Sell	346,698 -44,461	-11%	-$2.29M	5.58%	4
2019 Q2	$20.6M	Sell	391,159 -64,860	-14%	-$3.39M	6.57%	2
2019 Q1	$23.7M	Sell	456,019 -71,026	-13%	-$3.6M	7.92%	2
2018 Q4	$24.9M	Sell	527,045 -131,610	-20%	-$6.55M	9.77%	1
2018 Q3	$35.6M	Sell	658,655 -103,062	-14%	-$5.59M	14.98%	1
2018 Q2	$41.2M	Buy	761,717 +85,802	+13%	+$4.84M	14.34%	1
2018 Q1	$38.2M	Buy	675,915 +60,406	+10%	+$3.5M	14.58%	1
2017 Q4	$35M	Buy	+615,509	New	+$34.4M	11.57%	1

Other funds holding VXUS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's VXUS Position: Q3 2021 in Review

Berman Capital Advisors reduced its Vanguard Total International Stock ETF (VXUS) stake by 27% in Q3 2021, selling an estimated $4.34M and leaving 180,449 shares worth $11.4M. The position accounts for 1.8% of the portfolio, ranked #10.

Berman Capital Advisors first reported a position in VXUS in Q4 2017 and has held it in 16 quarters since. The position peaked at $41.2M in Q2 2018. 716 funds tracked by Wall St. Rank hold VXUS as of Q3 2021.

Berman Capital Advisors held 180,449 shares of Vanguard Total International Stock ETF worth $11.4M as of Q3 2021.
Berman Capital Advisors sold 66,527 Vanguard Total International Stock ETF shares in Q3 2021, an estimated $4.34M.
Vanguard Total International Stock ETF made up 1.8% of Berman Capital Advisors's portfolio in Q3 2021, its #10 holding.
Berman Capital Advisors first reported a position in Vanguard Total International Stock ETF in Q4 2017 and has held it in 16 quarters since.
Berman Capital Advisors's Vanguard Total International Stock ETF position peaked at $41.2M in Q2 2018.
716 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.