Clear Perspectives Financial Planning’s Vanguard Total International Stock ETF VXUS Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$7.62M	Buy	+138,081	New	+$7.55M	4.27%	9
2022 Q2	–	Sell	-75	Closed	-$4K	–	232
2022 Q1	$4K	Hold	75	–	–	﹤0.01%	195
2021 Q4	$5K	Hold	75	–	–	﹤0.01%	195
2021 Q3	$5K	Hold	75	–	–	﹤0.01%	182
2021 Q2	$5K	Hold	75	–	–	﹤0.01%	181
2021 Q1	$5K	Hold	75	–	–	﹤0.01%	167
2020 Q4	$5K	Buy	+75	New	+$4.22K	﹤0.01%	162

Other funds holding VXUS

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HWM

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

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Clear Perspectives Financial Planning's VXUS Position: Q1 2023 in Review

Clear Perspectives Financial Planning opened a new position in Vanguard Total International Stock ETF (VXUS) in Q1 2023: 138,081 shares worth $7.62M. The stake represents 4.27% of the portfolio and ranks #9 among its holdings. This is a return to the name: Clear Perspectives Financial Planning previously reported a position in VXUS as recently as Q1 2022.

Clear Perspectives Financial Planning first reported a position in VXUS in Q4 2020 and has held it in 7 quarters since. 943 funds tracked by Wall St. Rank hold VXUS as of Q1 2023.

Clear Perspectives Financial Planning held 138,081 shares of Vanguard Total International Stock ETF worth $7.62M as of Q1 2023.
Vanguard Total International Stock ETF was a new Clear Perspectives Financial Planning position in Q1 2023.
Vanguard Total International Stock ETF made up 4.27% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #9 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard Total International Stock ETF in Q4 2020 and has held it in 7 quarters since.
943 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.