Cassady Schiller Wealth Management’s Vanguard Total International Stock ETF VXUS Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$1.35M	Buy	22,890 +89	+0.4%	+$5.51K	0.49%	38
2024 Q3	$1.48M	Hold	22,801	–	–	0.54%	37
2024 Q2	$1.37M	Hold	22,801	–	–	0.56%	36
2024 Q1	$1.37M	Hold	22,801	–	–	0.61%	35
2023 Q4	$1.32M	Hold	22,801	–	–	0.66%	32
2023 Q3	$1.22M	Hold	22,801	–	–	0.68%	35
2023 Q2	$1.28M	Hold	22,801	–	–	0.69%	32
2023 Q1	$1.26M	Hold	22,801	–	–	0.59%	33
2022 Q4	$1.18M	Sell	22,801 -270	-1%	-$13.5K	0.73%	33
2022 Q3	$1.06M	Buy	23,071 +74	+0.3%	+$3.79K	0.61%	36
2022 Q2	$1.19M	Sell	22,997 -638	-3%	-$35.4K	0.62%	33
2022 Q1	$1.41M	Buy	23,635 +21	+0.1%	+$1.28K	0.68%	31
2021 Q4	$1.5M	Buy	+23,614	New	+$1.52M	0.9%	24

Other funds holding VXUS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cassady Schiller Wealth Management's VXUS Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Vanguard Total International Stock ETF (VXUS) stake by 0.39% in Q4 2024, buying an estimated $5.51K and bringing the position to 22,890 shares worth $1.35M. The position accounts for 0.49% of the portfolio, ranked #38.

Cassady Schiller Wealth Management first reported a position in VXUS in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.5M in Q4 2021. 1,297 funds tracked by Wall St. Rank hold VXUS as of Q4 2024.

Cassady Schiller Wealth Management held 22,890 shares of Vanguard Total International Stock ETF worth $1.35M as of Q4 2024.
Cassady Schiller Wealth Management bought 89 Vanguard Total International Stock ETF shares in Q4 2024, an estimated $5.51K.
Vanguard Total International Stock ETF made up 0.49% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #38 holding.
Cassady Schiller Wealth Management first reported a position in Vanguard Total International Stock ETF in Q4 2021 and has held it in 13 quarters since.
Cassady Schiller Wealth Management's Vanguard Total International Stock ETF position peaked at $1.5M in Q4 2021.
1,297 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.