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Delap Wealth Advisory’s Vanguard Total International Stock ETF VXUS Stock Holding History

Delap Wealth Advisory’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
Q2 		– Sell
-6,166
Closed -$372K – 286
2024
Q1 		$372K Buy
+6,166
New +$359K 0.15% 117

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 $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Delap Wealth Advisory's VXUS Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Vanguard Total International Stock ETF (VXUS) in Q2 2024, closing a stake of 6,166 shares — an estimated $372K sold.

Delap Wealth Advisory first reported a position in VXUS in Q1 2024 and held it in 1 quarter. The position peaked at $372K in Q1 2024. 1,152 funds tracked by Wall St. Rank hold VXUS as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Vanguard Total International Stock ETF position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 6,166 Vanguard Total International Stock ETF shares in Q2 2024, an estimated $372K.
  • Delap Wealth Advisory first reported a position in Vanguard Total International Stock ETF in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Vanguard Total International Stock ETF position peaked at $372K in Q1 2024.
  • 1,152 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.