CWM
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Centricity Wealth Management’s Vanguard Total International Stock ETF VXUS Stock Holding History

Centricity 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
2025
Q2 		$843K Buy
12,202
+232
+2% +$15.1K 0.67% 30
2025
Q1 		$743K Sell
11,970
-476
-4% -$29.4K 0.67% 31
2024
Q4 		$733K Buy
+12,446
New +$771K 0.68% 31

Other funds holding VXUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centricity Wealth Management's VXUS Position: Q2 2025 in Review

Centricity Wealth Management increased its Vanguard Total International Stock ETF (VXUS) stake by 1.9% in Q2 2025, buying an estimated $15.1K and bringing the position to 12,202 shares worth $843K. The position accounts for 0.67% of the portfolio, ranked #30.

Centricity Wealth Management first reported a position in VXUS in Q4 2024 and has held it in 3 quarters since. 1,404 funds tracked by Wall St. Rank hold VXUS as of Q2 2025.

  • Centricity Wealth Management held 12,202 shares of Vanguard Total International Stock ETF worth $843K as of Q2 2025.
  • Centricity Wealth Management bought 232 Vanguard Total International Stock ETF shares in Q2 2025, an estimated $15.1K.
  • Vanguard Total International Stock ETF made up 0.67% of Centricity Wealth Management's portfolio in Q2 2025, its #30 holding.
  • Centricity Wealth Management first reported a position in Vanguard Total International Stock ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.