CWM
VXUS icon

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

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return