Blooom Inc’s Vanguard Total International Stock ETF VXUS Stock Holding History

Blooom Inc’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
2022 Q3	$7.88M	Sell	172,108 -7,700	-4%	-$394K	14.96%	2
2022 Q2	$9.28M	Sell	179,808 -21,524	-11%	-$1.19M	15.95%	2
2022 Q1	$12.2M	Sell	201,332 -9,584	-5%	-$584K	9.79%	3
2021 Q4	$13.4M	Buy	210,916 +7,711	+4%	+$495K	10.09%	3
2021 Q3	$12.9M	Buy	203,205 +2,204	+1%	+$144K	10.66%	3
2021 Q2	$13.3M	Buy	201,001 +3,284	+2%	+$215K	9.89%	3
2021 Q1	$12.4M	Sell	197,717 -1,537	-0.8%	-$96.4K	9.72%	3
2020 Q4	$12M	Buy	+199,254	New	+$11.2M	9.61%	3

Other funds holding VXUS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Blooom Inc's VXUS Position: Q3 2022 in Review

Blooom Inc reduced its Vanguard Total International Stock ETF (VXUS) stake by 4.3% in Q3 2022, selling an estimated $394K and leaving 172,108 shares worth $7.88M. The position accounts for 14.96% of the portfolio, ranked #2.

Blooom Inc first reported a position in VXUS in Q4 2020 and has held it in 8 quarters since. The position peaked at $13.4M in Q4 2021. 830 funds tracked by Wall St. Rank hold VXUS as of Q3 2022.

Blooom Inc held 172,108 shares of Vanguard Total International Stock ETF worth $7.88M as of Q3 2022.
Blooom Inc sold 7,700 Vanguard Total International Stock ETF shares in Q3 2022, an estimated $394K.
Vanguard Total International Stock ETF made up 14.96% of Blooom Inc's portfolio in Q3 2022, its #2 holding.
Blooom Inc first reported a position in Vanguard Total International Stock ETF in Q4 2020 and has held it in 8 quarters since.
Blooom Inc's Vanguard Total International Stock ETF position peaked at $13.4M in Q4 2021.
830 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.