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Ethos Financial Group’s Vanguard Total International Stock ETF VXUS Stock Holding History

Ethos Financial Group’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
Q1 		– Sell
-6,495
Closed -$376K – 309
2023
Q4 		$376K Buy
+6,495
New +$355K 0.08% 166

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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

Ethos Financial Group's VXUS Position: Q1 2024 in Review

Ethos Financial Group sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2024, closing a stake of 6,495 shares — an estimated $376K sold.

Ethos Financial Group first reported a position in VXUS in Q4 2023 and held it in 1 quarter. The position peaked at $376K in Q4 2023. 1,135 funds tracked by Wall St. Rank hold VXUS as of Q1 2024.

  • Ethos Financial Group reported no remaining Vanguard Total International Stock ETF position as of Q1 2024 after selling out during the quarter.
  • Ethos Financial Group sold 6,495 Vanguard Total International Stock ETF shares in Q1 2024, an estimated $376K.
  • Ethos Financial Group first reported a position in Vanguard Total International Stock ETF in Q4 2023 and held it in 1 quarter.
  • Ethos Financial Group's Vanguard Total International Stock ETF position peaked at $376K in Q4 2023.
  • 1,135 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2024.

Based on Ethos Financial Group's 13F filing for Q1 2024, filed 8 May 2024.