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

Congress 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	$57.8M	Buy	836,166 +766,492	+1,100%	+$49.8M	0.56%	32
2025 Q1	$4.36M	Buy	69,674 +51,943	+293%	+$3.21M	0.05%	348
2024 Q4	$1.04M	Sell	17,731 -768	-4%	-$47.6K	0.01%	513
2024 Q3	$1.2M	Buy	18,499 +6,043	+49%	+$374K	0.02%	492
2024 Q2	$751K	Buy	+12,456	New	+$752K	0.01%	471
2022 Q2	–	Sell	-9,813	Closed	-$586K	–	623
2022 Q1	$586K	Buy	9,813 +2,563	+35%	+$156K	0.01%	423
2021 Q4	$461K	Buy	+7,250	New	+$466K	0.01%	477

Other funds holding VXUS

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

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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Congress Wealth Management increased its Vanguard Total International Stock ETF (VXUS) stake by 1,100% in Q2 2025, buying an estimated $49.8M and bringing the position to 836,166 shares worth $57.8M. The position accounts for 0.56% of the portfolio, ranked #32.

Congress Wealth Management first reported a position in VXUS in Q4 2021 and has held it in 7 quarters since. 1,404 funds tracked by Wall St. Rank hold VXUS as of Q2 2025.

Congress Wealth Management held 836,166 shares of Vanguard Total International Stock ETF worth $57.8M as of Q2 2025.
Congress Wealth Management bought 766,492 Vanguard Total International Stock ETF shares in Q2 2025, an estimated $49.8M.
Vanguard Total International Stock ETF made up 0.56% of Congress Wealth Management's portfolio in Q2 2025, its #32 holding.
Congress Wealth Management first reported a position in Vanguard Total International Stock ETF in Q4 2021 and has held it in 7 quarters since.
1,404 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.