Essential Planning’s Vanguard Total International Stock ETF VXUS Stock Holding History

Essential 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
2026 Q2	$801K	Sell	9,365 -781	-8%	-$65.4K	0.23%	40
2026 Q1	$783K	Sell	10,146 -1,061	-9%	-$84.2K	0.25%	38
2025 Q4	$846K	Sell	11,207 -463	-4%	-$34.6K	0.27%	38
2025 Q3	$857K	Sell	11,670 -772	-6%	-$54.8K	0.3%	39
2025 Q2	$860K	Sell	12,442 -1,994	-14%	-$129K	0.32%	35
2025 Q1	$897K	Sell	14,436 -755,041	-98%	-$46.6M	0.36%	34
2024 Q4	$47.7M	Buy	769,477 +755,957	+5,591%	+$46.8M	0.31%	28
2024 Q3	$876K	Buy	13,520 +39	+0.3%	+$2.41K	0.36%	28
2024 Q2	$813K	Sell	13,481 -200	-1%	-$12.1K	0.36%	29
2024 Q1	$793K	Buy	13,681 +44	+0.3%	+$2.56K	0.4%	28
2023 Q4	$790K	Buy	13,637 +194	+1%	+$10.6K	0.4%	27
2023 Q3	$719K	Sell	13,443 -428	-3%	-$23.9K	0.4%	26
2023 Q2	$778K	Sell	13,871 -2,096	-13%	-$117K	0.44%	23
2023 Q1	$881K	Buy	+15,967	New	+$873K	0.53%	22

Other funds holding VXUS

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Essential Planning's VXUS Position: Q2 2026 in Review

Essential Planning reduced its Vanguard Total International Stock ETF (VXUS) stake by 7.7% in Q2 2026, selling an estimated $65.4K and leaving 9,365 shares worth $801K. The position accounts for 0.23% of the portfolio, ranked #40.

Essential Planning first reported a position in VXUS in Q1 2023 and has held it in 14 quarters since. The position peaked at $47.7M in Q4 2024. 1,839 funds tracked by Wall St. Rank hold VXUS as of Q2 2026.

Essential Planning held 9,365 shares of Vanguard Total International Stock ETF worth $801K as of Q2 2026.
Essential Planning sold 781 Vanguard Total International Stock ETF shares in Q2 2026, an estimated $65.4K.
Vanguard Total International Stock ETF made up 0.23% of Essential Planning's portfolio in Q2 2026, its #40 holding.
Essential Planning first reported a position in Vanguard Total International Stock ETF in Q1 2023 and has held it in 14 quarters since.
Essential Planning's Vanguard Total International Stock ETF position peaked at $47.7M in Q4 2024.
1,839 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.